The Independent Asset Management

A Foundation Built on Expertise and Client Focus

The Independent Asset Management Company stands out as a trusted partner in wealth management, drawing on over 75 years of collective experience to guide clients towards financial security. Based in Grange-over-Sands, we pride ourselves on a personalised and independent approach, offering bespoke solutions tailored to each client's unique needs and aspirations.

Our Team: Guiding You Through Financial Decisions

Our seasoned team, comprising founding partners SR Whiteway, SJ Parkin, and BA Rowland-Smith, boasts extensive backgrounds in regulated financial planning. With in-depth knowledge of various investment options, we work alongside clients to create tailored portfolios and address specific goals. Our dedicated team is committed to open communication and regular review to ensure your portfolio remains aligned with your evolving needs.

Comprehensive Financial Guidance

We offer a comprehensive range of services to cater to every stage of your financial journey:

**Investment Advice & Portfolio Management

• Leverage our expertise to create a personalized portfolio aligned with your risk tolerance and financial goals.
• Enjoy regular reviews and proactive adjustments to ensure your portfolio remains tailored to your evolving needs.

**Retirement & Pension Planning

• Optimize your pension contributions and ensure a secure income during retirement.
• Receive tailored guidance on navigating complex pension regulations and maximizing your benefits.

**Loan, Shareholder & Partnership Protection

• Secure your business interests by planning for potential scenarios such as loan defaults, shareholder disputes, or partnership terminations.

**Inheritance Tax Planning

• Minimize inheritance tax liabilities through strategic planning and asset allocation.
• Ensure the smooth transfer of wealth to future generations.

**Wealth Management Portal

• Access your portfolio performance and valuations in real-time through our secure online wealth management portal.

An Independent Approach for Superior Results

Our independence allows us to focus solely on your best interests, uninfluenced by external pressures. We believe in building lasting relationships built on trust and transparency. Our track record of successful portfolio management and client testimonials speak for themselves.