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. A genuine holistic approach to your financial planning, from people who care about your future. 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.
Services
They don't know how to calculate what financial independence means and instead buy financial plans, including pensions, piecemeal. They invest and then panic sell at the wrong times (usually as a result of negative media stories) because they do not understand the long-term value that tax free compound interest adds to their wealth.
We will help you set your financial goals, fully review your current financial position and establish where you are now compared to where you want to be. Our philosophy is based on our commitment to outstanding service and to having innovative ideas. 2022 Alan Steel Asset Management Limited is authorised & regulated by The Financial Conduct Authority.
Before joining Alan in 1995, Steve worked for Clerical Medical for eight years. He became Managing Director in 2005 and as well as writing our monthly client newsletter he is also is a regular contributor to various newspapers. Frances joined the company in 1994 to set up our Tax Consultancy service for clients.
We believe that at Alan Steel Asset Management our approach to client costs is different. It's refreshing, clear and out in the open for all to see. Remember, we work with you to help establish your lifetime financial goals. To do so we will review all possible options, eliminating those that do not make sense and amending those that do.
Reviews (1)
Seligman Ventures Global
Feb 22, 2022
