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 the AIM market and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004.

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Latest Video - Watershed event for AIM

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In our blog

Introducing our new Adviser Centre!

23 October 2020

At Fundamental Asset, we understand the important role financial advisers play in helping clients make good financial decisions to achieve their goals. We feel it is our duty to support you in this which is why we have created our new Adviser Centre. Our Adviser Centre is designed to make your life easier and has… Read more

Sunak scraps the Budget – should AIM tax reliefs be enhanced?

25 September 2020

The popular press had previously alluded to the potential withdrawal of Inheritance Tax/Business Relief on AIM shares. With Chancellor Sunak scrapping his autumn Budget, as he focuses on matters of more immediate concern to the economic welfare of the country, any adverse tax changes for holders of AIM shares therefore appear to be off the… Read more

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

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