Donald Asset Management

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Welcome to Donald Asset Management
Independent Financial Advisers

Donald Asset Management provides exclusive private wealth management for affluent individuals and families. Our aim: to help build, protect and grow your wealth to ensure your family reach their financial ambitions, whilst delivering exceptional customer service.

Selling your Business?

Many of our clients have built substantial value in their businesses and at retirement have looked to realise this value through a sale of their business.

We have extensive experience in financial planning involving the various ways that a sale can be processed and more importantly how to correctly invest the proceeds after the sale completes to ensure a comfortable retirement.

Learn more

Help with Inheritance Tax?

You work hard all your life, pay your taxes on every penny that you earn and then on your death your beneficiaries pay a further 40% (based on current rates) tax charge on your hard earned assets (on any amount above the current...

Learn more

At Donald Asset Management we combine good old fashioned ‘customer first’ values with cutting edge technology to provide the service you deserve. We will take the time to get to know your financial background, your goals and ambitions in order to deliver a truly tailored financial plan to make sure your family’s financial dreams are met.

Please note that Donald Asset Management requires a minimum of £100,000 in portfolio assets to establish a relationship.

In order to arrange your initial confidential consultation, with no charge or obligation, please contact either Jamie or Ian on 0121 308 8034.

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	Latest News

House Prices

As at	Jul/08
Avg.	£177351
Index	-8.80%
Src: Halifax Group
Detail...

Bank Base Rate

As at	Aug/08
Rate	5.00%
Src: Bank of Eng.
Detail...

Retail Prices

As at	Jun/08
Index	4.60%
Src: HM Treasury
Detail...

This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

Please ensure you read our User Terms, Client Agreement and Privacy statement.

Donald Asset Management is authorised and regulated by The Financial Services Authority. Donald Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 223784.
The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

Registered Office: Four Oaks House, 160 Lichfield Road, Four Oaks, B74 2TZ. Registered in England No 4675082.

Website last changed: 19/08/2008