Welcome to the Asset & Investment Management Limited, Independent Financial Advisers, we hope that you will find the site both useful and informative. The principal of Asset & Investment Management Ltd is Dean Burns, who has over 38 years experience in the financial services industry and has been an independent financial adviser for the last 27 years.
Reviews (3)
Charlie Croydon
May 11, 2022
My partner and I used the services of Asset and Investment Management back in February 2021 when we were looking to purchase our first home, and although we had a very tight timeframe (having to be out of the existing rented place within 2 months or so) Stewart Twidle and his team helped us make it happen. We viewed a potential new home at the beginning of February for the FIRST time and we were able to move in by the middle of April, absolutely incredible.
We had first class help and support from Harou who was brilliant when it come to securing us our first mortgage and also when dealing with the solicitors and when arranging insurances etc upon completion. We also had a lot of brilliant help from Maria at different times throughout those couple of months when Harou was away from work for a few days.
From day one Stewart gave us a top class, professional service where he reassured us at every stage, kept us up to date & explained things in a simple, effective way - we couldn't have asked for any more. I highly recommend Stewart & his team, and this brief review on here only really scratches the surface as to what a brilliant service we received from Asset & Investment Management.
We had first class help and support from Harou who was brilliant when it come to securing us our first mortgage and also when dealing with the solicitors and when arranging insurances etc upon completion. We also had a lot of brilliant help from Maria at different times throughout those couple of months when Harou was away from work for a few days.
From day one Stewart gave us a top class, professional service where he reassured us at every stage, kept us up to date & explained things in a simple, effective way - we couldn't have asked for any more. I highly recommend Stewart & his team, and this brief review on here only really scratches the surface as to what a brilliant service we received from Asset & Investment Management.
Mark Shipton
Apr 16, 2020
I've been with AIM for a little over a year, after needing a provider to deal with my pension. I am a self employed and while financially astute, I really didn't have a clue about pensions. Stewart from AIM explained everything to me and let me know what I needed to save for my retirement. I have other financial goals, so couldn't commit a huge amount to my pension initially.
This isn't a problem for AIM and they treat me like a valued customer, even though I'm smallfry compared to some of their clients. The whole team are really friendly and it makes the whole experience even better. The best bit is even after a year, Stewart has already started to get me an impressive percentage rate on my investment. I totally recommend AIM.
This isn't a problem for AIM and they treat me like a valued customer, even though I'm smallfry compared to some of their clients. The whole team are really friendly and it makes the whole experience even better. The best bit is even after a year, Stewart has already started to get me an impressive percentage rate on my investment. I totally recommend AIM.
Patricia
Oct 24, 2018
I have been left a small inheritance and wanted sound advice on all options available to put the money to work in whatever area would suit my needs the best.
Duarte was very thorough covering many different options, and assisting me to make decisions to either eliminate or probe further into certain pathways suitable to my needs. He carefully spent the time explaining in a very straightforward comprehensible fashion the ins and outs of each option. I have seen a better outcome than what I had hoped for. I feel that Duarte covered each aspect very well and took time to make sure I understood. I think he did a great job.
Duarte was very thorough covering many different options, and assisting me to make decisions to either eliminate or probe further into certain pathways suitable to my needs. He carefully spent the time explaining in a very straightforward comprehensible fashion the ins and outs of each option. I have seen a better outcome than what I had hoped for. I feel that Duarte covered each aspect very well and took time to make sure I understood. I think he did a great job.
