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.

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In our blog

Should I Transfer my ISA?

19 March 2021

It is not long until the end of this tax year. This is always a good time to sit down and assess your financial situation and evaluate your existing ISAs. Many people consider switching their ISA provider due to poor performance or a lack of expert guidance and switches often occur towards the end of… Read more

The Spring Budget- what does it mean for Inheritance Tax?

8 March 2021

The Chancellor of the Exchequer Rishi Sunak recently delivered his spring Budget setting out the Government’s plans for taxation and spending for the upcoming financial year. This contained several important measures aimed at restoring control of public finances gradually and to tackle the ongoing challenges brought about by the coronavirus pandemic. But what does it… Read more

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

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