Asset Management Financial Advisers Limited

Roses are red, markets are blue… The best relationship you will ever build is with your future. 😉

Fall in love with your finances this Valentine’s Day. ❤️

💻 assetmanagement.co.uk
📞 02380 420 606
📧 [email protected]

AMFA had the privilege of being invited to ‘The Big Biz Quiz’ which was held on 20th November at the Frances Sheldon Centre.  

This event enabled the raising of vital funds for Mountbatten Hampshire Hospice in West End. This incredible independent charity provides free care and support to people with life-limiting illnesses, along with bereavement and psychological support for their families.
Our team — Courtney Pearce, Ian Jones, Gordon & Diane Craig, and Michelle Lynch — put in a strong performance, finishing with a respectable 59 points. The winning team edged ahead with 64 points, claiming the top spot on the leaderboard!

It was fantastic to be joined by fellow local businesses, including Barratt Homes and HWB Accountants, as well as hospice staff members and their families. The room was filled with community spirit, friendly competition, and a shared commitment to supporting an essential local service.

A huge thank-you to everyone who took part and helped raise funds for such an important cause.

Our Christmas & New Year opening hours ☺️🎄🎅🏽

Receiving an inheritance can be difficult to navigate, especially when it comes during a time of personal loss. It’s natural to feel uncertain about what to do next. Before making any big decisions, here are a few helpful steps to consider.

An inheritance can be a powerful way to honour someone’s legacy, and an opportunity to make meaningful progress in your own financial journey. For further information, don’t hesitate to get in touch.

💻 www.assetmanagement.co.uk
📞 02380 420 606
📧 [email protected]

Our 'Meet the Team' section on our website has had a makeover! Check it out here:

https://assetmanagement.co.uk/about-us/meet-the-team/

School’s out, the kids are home, and just like that… you're back to juggling beach days, summer getaways, and figuring out how much you’ve already spent on ice cream! 😆

But here’s something many parents don’t think about: Summer is actually a great time to show your kids what smart money habits look like - because they’re paying more attention than you might think.

It could be as simple as:
💷 Setting a holiday budget together.
🧾 Keeping track of any pocket money.
🛒 Talking through “save or spend?” decisions whilst food shopping.

These everyday moments can turn into lifelong money lessons. As advisers, we’re here to help families do more than just grow their wealth - we help pass on good financial sense that lasts for generations.

💻 www.assetmanagement.co.uk
📞 02380 420 606
📧 [email protected]

On Friday 11th June, AMFA swapped the office for the beachfront and headed to Sandbanks for their annual Sandpolo (a.k.a. Boogie on the Beach) event.
It was our first time attending - and it didn’t disappoint. We thoroughly enjoyed the hospitality, complete with canapés, a three-course lunch paired with several bottles of wine, and a lovely afternoon tea. 😍

The live music in the evening topped off a brilliant day by the sea! A fabulous day out for everyone!

The Treasury Select Committee has called for a major rethink of the Lifetime ISA (LISA).

Some of the biggest issues flagged include:
📉 Poor investment outcomes due to its dual purpose
💸 A harsh 25% penalty hitting thousands of savers

With nearly 100,000 people penalised for accessing their own money in the past year, is it time for reform? If you're unsure which option is best for saving towards your first home or retirement, speak with one of our advisers. We’ll help you develop a plan tailored to your needs.

💻 www.assetmanagement.co.uk
📞 02380 420 606
📧 [email protected]

On 5th June, our advisers attended the Tatton event at JW Marriott Grosvenor House, London, joining nearly 700 fellow professionals from across the country. It was a fantastic showcase of the strength behind the Tatton partnership 👏🏼

We gained valuable economic insights from Karen Ward (J.P. Morgan) and Chris St John (AXA Investment Managers) – two powerful perspectives shaping investment thinking.