About Our firm
Asset Wealth Management LLP is a Partnership with it's designated members being Mandeep Singh Basra and Amardip Kaur Basra. Together they have in excess of
20 years experience in the Financial Services Industry.
We pledge to offer an efficient and high level of service and as a
consequence, we are continually recommended to prospective clients.
ASSET WEALTH MANAGEMENT LLP
With an extensive experience in financial planning, Asset Wealth Management
offers a professional service to both individuals and businesses.
We advise clients on all areas of personal and corporate financial planning.
Considered by our clients to be a considerate, thoughtful, caring and
professional source of top quality independent financial and wealth
management advice, Asset Wealth Management has achieved outstanding success
and growth since it was first founded.
The company seeks to deliver to you innovative and personal advice in a
competitive and crowded market. Our clients look upon us a leading provider
of the advice and guidance that they require.
This has been achieved through a total wish to succeed encompassing unique
individuals working within a special business culture. We adopt an
operational and family environment which is supported by the latest IT and
flexible E-business facilities which ultimately are all focussed on client
benefit and satisfaction. To achieve this Asset Wealth Management use a
combination of drive, enthusiasm, commitment and ultimately determination.
We seek to understand your strategic and financial objectives. We offer
bespoke financial solutions and at all times seek to add value.
MANDEEP SINGH BASRA Dip PFS
Mandeep is also one of the founders and Designated Member of the Asset Wealth
Management LLP partnership. Mandeep has been in Financial Services since
2000 where he joined Allied Dunbar a large insurance company where he
learned about the life assurance industry and principles of Financial
Planning. Having realised very quickly that the only way to be giving
impartial advice, most suitable for his clients he became an Independent Financial
Adviser in 2001, where he also joined an Independent Financial Advice practice called Aspire.
At Aspire Mandeep gained valuable experience as an Independent Financial Adviser working alongside
already experienced Independent Financial Advisers where training and compliance were at a high
level. Recognising that the only way to give the most suitable advice was to better him
self through further education Mandeep achieved in his first year at Aspire
the Advanced Financial Planning Certificate (AFPC).
Mandeep is a general practitioner where he advises his clients on all
aspects of financial services. Mandeep has enjoyed watching his clients grow
over the years, and considers customer service a very important aspect in
the growth of the practice. His main focus is to grow his clients wealth as
ultimately his belief is that we all strive to be successful.
Mandeep has gained his Advanced Financial Planning qualifications in 2002
and over the years and his business is generated from existing clients,
referrals, and professional introductions. He has achieved qualification in
G10 (Taxation & Trusts) and G60 (Advanced Pensions).
Mandeep is married to Amardip and they have three adoring daughters. Mandeep has other business interests and is a very successful investor and developer in
property. He enjoys a busy business and social life. His other interests
include football, snooker and playing the harmonium.