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.