We could claim it is our award winning investment performance, but our clients say it is our company's unique 5 strand D.N.A.About Us
A bespoke investment portfolio construction and personal management.
Investment fund switches and strategy adjustments
Trying to minimise your tax liabilities, where possible, is all part of our service.
Do you also think you may be paying too much for your existing underperforming investments? As private wealth managers, we are one of only two in the UK to have won the coveted annual MoneyMarketing “best Investment Independent financial adviser " award a record three times.
Given there have been more than 200 legislative changes to pension planning in just the last 20 years that question is very difficult to answer on your own. We have lived through all of these and our advice will help you avoid the tax pitfalls and confusion that these continuing changes create.
We’ve found the best way to create your financial Independence is to make sure your savings are invested to maximise returns, remembering, to minimise your taxes and to beat inflation. Easy to say but hard to achieve without help. And that’s where we come in.
You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
The investment services and/or investments referred to in this website may not be suitable for you. If you are unsure we suggest you contact us to discuss matters further. If we believe our services are not right for you we will tell you.
When investing money, whether for income or growth, you are placing your capital at risk as the value of investments may vary, so you could get back less than you started with.
The Financial Conduct Authority does not regulate Tax Advice, Trusts or wills. Alan Steel Asset Management Limited is authorised and regulated by the Financial Conduct Authority. The guidance contained in this website is subject to the regulatory regime of the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
FOS details can be found at www.financial-ombudsman.org.uk