Personal Asset Management

Business Contact

Contact Information

Business Description

The family-run firm of Independent Financial Advisors, including a Chartered Financial Planner with over 40 years of experience, provides advice on Mortgages, Equity Release, Inheritance Tax planning, Investment planning, and Retirement planning to individuals, businesses, Trusts, and Charities. Based in Kingskerswell, they serve clients throughout Torbay, Newton Abbot, and the South of England. Their goal is to understand and prioritize clients' financial goals and concerns in order to provide peace of mind, working closely with clients to develop long-term relationships. They offer a free, no-obligation 30-minute consultation to discuss personal circumstances and establish how their services could help.

Questions & Answers

1. 1.What is Personal Asset Management's phone number?

   Personal Asset Management's phone number is 01803 873978.

2. 2.Where is Personal Asset Management located?

   Personal Asset Management is located at 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ, United Kingdom, UK11. Get Directions.

3. 3.What are Personal Asset Management's hours?

   Personal Asset Management is open during the following hours: weekdays: 9:00 – 17:00; weekends: Closed.

4. 4.Who is the primary contact at Personal Asset Management?

   The primary contact at Personal Asset Management is Oliver.

5. 5.Who else works at Personal Asset Management?

   Personal Asset Management also has 2 other listed contact: Ian, Ollie_other.

6. 6.What is Personal Asset Management's website?

   Personal Asset Management's website is www.personalassetmanagement.co.uk.

7. 7.How big is Personal Asset Management?

   Personal Asset Management employs approximately 2 people

8. 8.How many employees does Personal Asset Management have?

   Personal Asset Management has approximately 2 employees

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