Asset Management

In uncertain times like these it is more important than ever that your assets are protected and actively managed. Our dedicated asset management team provides you with all the advice you will need to do this.

From investing a lump sum wisely, planning for a more than comfortable retirement, protecting your family or business partners in the event of your death, or mitigating taxes, our highly experienced in-house team can provide tailored solutions that take account of your entire financial situation.

Our team includes: solicitors specialising in personal financial planning and wealth management, experts in insurance and pension planning, and our dedicated investment managers.

The Asset Management team is further subdivided into three specialist areas:

Insurance:

Peace of mind is a very valuable feeling to have. We all like to feel safe in the knowledge that we, and our property, are adequately insured against any potential damage.

We have access to all the major insurance companies and advisers. We specialise in both general and life assurance, offering advice and assistance on all aspects, from buying insurance to making a claim.

Our life insurance services include term assurance, policies for inheritance tax planning, permanent health and critical illness policies, and all with-profits and unit-linked products.

Pensions and retirement planning:

Pension and income in retirement are both essential aspects of long-term financial planning and it is important to be confident in the choices you make.

In addition to advising on the investment choices within your pension, we offer impartial independent advice on all aspects of pension and retirement planning including: pension transfers, phased retirement pension drawdown, annuity purchase, SIPP's, SSAS's and stakeholder pensions.

Investment management:

Investing in the stock market can be confusing and time-consuming, so sound advice is essential. Our investment team provides a comprehensive portfolio management service and independent advice to private clients, trusts and charities.

You can also choose to utilise our discretionary portfolio service, allowing you to leave the investment decisions and associated administration to us. Alternatively, if you prefer to make your own investment decisions, we provide a service to monitor your portfolio's progress, make timely recommendations and act quickly and efficiently on your instructions.

For more information please contact Alec Stewart.

Anderson Strathern LLP is authorised and regulated by the Financial Services Authority.