Independent firm with unrivalled knowledge

Fundamental Asset Management Limited is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment.

We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets.

We have an unrivalled knowledge of AIM (formerly the Alternative Investment Market) and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004.

Download our AIM for Inheritance Tax Report!

This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report from the link here to find out more about the benefits of Business Property Relief on AIM shares.

SEE ALL

Introduction to the Fundamental AIM IHT Portfolio Service

The issues to be aware of when investing in AIM

SEE ALL

In our blog

The Professional Investor Podcast

15 March 2024

The Professional Investor is a new podcast series which goes inside the mind of a UK based professional investor. It explores; the secrets of asset management, gives the inside scoop on the latest developments from the front line of the investment industry as well as analysis and opinion on what is going on in the… Read more

Why a Bed and ISA transfer to Fundamental could be just the ticket

8 March 2024

With ISA season 2024 upon us and people looking to do more with their money; a “Bed and ISA” could be just the ticket. We look at what it is and how it can help with Inheritance Tax (IHT) Planning. A Bed and ISA transfer is a process in which a client moves their non-ISA… Read more

Any questions? Ask our top experts

To contact Fundamental Asset Management email us or call +44 (0)1923 713 890

Sign up to our newsletter