An Associate Partner Practice of St. James's Place Wealth Management

ASM Wealth Management Limited

Aman Mashiana

BA (Hons) Chartered MCSI
I aim to build and maintain long-term, trusted relationships with my clients by helping them achieve their financial aims and objectives throughout their lives.

It is my belief that you, your family and business have the right to retain your hard-earned wealth and that's why I will ensure that I understand your personal or business objectives and deliver solutions that are right for you.

About

Based in Berkshire, but with offices in London, Aman provides wealth management advice to clients in London and surrounding counties.

Prior to joining the wealth management industry, Aman studied Economics at the University of West of England in Bristol. Since graduating, Aman has worked as a portfolio manager and investment adviser to both personal and corporate clients across the UK for over 9 years.

Aman continues to ensure that his industry knowledge remains relevant and current by placing strong emphasis on personal development, which is why he holds the MSCI status with the Chartered Institute of Securities and Investments. This, along with the pride and dedication that he places on developing solid personal relationships with clients, ensures that he is able to offer a rounded, professional and principled service.

With the years of experience as a portfolio manager, Aman understands his clients needs to construct and adopt the correct investment approach when aiming to achieve their investment goals. As an Adviser, Aman specialises in providing a holistic, high level financial planning service to his clients to help achieve their goals as their financial needs evolve over the years.

Aman believes clients appreciate the provision of personal, face-to-face advice since everyone has their own concerns and ambitions. As a representative of St. James's Place Wealth Management, Aman’s service is enhanced and complemented by the provision of advice covering the areas of investment planning, business protection, Inheritance Tax planning and retirement strategies.

We strive to provide a dedicated and quality service to our clients at all times in conjunction with the products and services on offer from the St. James's Place Wealth Management Group.

We hope that you find our website helpful and informative. We would welcome the opportunity to work together to improve or enhance your financial circumstances.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested."

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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

ASM Wealth Management Limited is registered in England and Wales, Number 10976358. Registered Office: 20-22 Wenlock Road, London, N1 7GU.