Alan Steel Asset Management
Though based in Linlithgow, central Scotland, ASAM looks after clients all over the UK, with many of them located in London and the South East, and some as remote as the Channel Islands.
Since 2004, ASAM has been in the Top Ten of the Money Marketing Industry Awards’ UK Best Investment Category every year. Perhaps it’s down to our dedication to independent research and the constituent parts of our DNA: Knowledge, Integrity, Innovation, Fairness and Fun.
– Formed June 1975 (40th Anniversary Summer 2015).
– Still owned by the Directors.
– Fully Independent.
– 42 staff, of which 10 are fully qualified advisors.
– Specialists in Pensions, Tax Planning and Investment.
– The majority of our clients are HNW families, but we also provide investment advice to Final Salary Pension Schemes/Charities.
– Funds under Management in excess of £900 Million as at January 2016.
Tel: +44 (0)1506 842365