Welcome to Fundamental Asset Management Adviser Centre

Designed to support you and make your role as financial adviser a little easier.

Build an illustration

Do you have a client you are considering for an AIM Inheritance Tax ISA? Why not request an illustration using the form below? This can include your adviser remuneration as well as our own management fees and any third-party platform fees.

Case Studies

Our library of case studies are designed to make your life as financial adviser a little easier. These are short guides on the various client scenarios where an AIM portfolio can help you and your clients.

Our Platform Partners

Platforms play an important part of most financial adviser business models by removing unnecessary risk, reducing time spent on administration and expanding investment options. We position our AIM Inheritance Tax ISA and AIM Inheritance Tax Portfolio service on many of the key adviser platforms in the UK.

Educational Webinars

Our library of educational webinars specifically designed for advisers. Each session will cover a specific topic and includes a short summary of our AIM Inheritance Tax ISA portfolios.

About us

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

Document Library

Here is where you will find useful documents to help you understand our services as well as open an account.

FAQs

We answer many of the common questions we hear from financial advisers. If you have a question which is not answered here, then please contact us directly.

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