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

ASM Wealth Management Limited

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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 to be able to achieve their investment goals. As an Adviser, Aman specialises in providing a holistic, high level financial planning service to his clients to 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."
Aman Mashiana

St. James's Place House, 3 Moorgate Place, London, EC2R 6EA

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.
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Aman Mashiana
ASM Wealth Management Limited