The Independent Asset Management Co
TI
Financial Advisors
The Independent Asset Management Co
Victoria House, Grange-over-Sands LA11 6DP
# The Independent Asset Management Company
The Independent Asset Management Company is a financial advisory firm based in Grange-over-Sands, Lancashire, drawing on 75 years of collective professional experience. The company specialises in providing comprehensive wealth management and financial planning services to a diverse clientele, including legal and accountancy firms, whilst maintaining a substantial portfolio of individual clients across the UK.
The firm distinguishes itself through a deliberate commitment to personal service in an increasingly digital financial landscape. Rather than relying on automated systems or chatbots, clients speak directly with experienced advisers who provide bespoke, patient guidance tailored to individual circumstances. This human-centred approach forms the cornerstone of their offering.
The company is led by three Chartered and Diploma-qualified partners: Steve Whiteway (APFS, Chartered Financial Planner), Bruce Rowland-Smith (DipPFS, formerly of Prudential Assurance), and Symon Parkin (DipPFS, with 25+ years' asset management experience). Their expertise spans complex financial planning for business owners, partnerships, and high-net-worth individuals.
Services focus on areas where professional guidance proves most valuable: retirement planning, inheritance tax strategies, investment management, and protection planning for business structures. The company also serves as trustee investment specialists and provides a dedicated wealth management portal for clients.
What sets them apart is the explicit rejection of impersonal service—they position themselves as genuinely accessible advisers who understand clients' needs and provide ongoing support throughout their financial journey.
The Independent Asset Management Company is a financial advisory firm based in Grange-over-Sands, Lancashire, drawing on 75 years of collective professional experience. The company specialises in providing comprehensive wealth management and financial planning services to a diverse clientele, including legal and accountancy firms, whilst maintaining a substantial portfolio of individual clients across the UK.
The firm distinguishes itself through a deliberate commitment to personal service in an increasingly digital financial landscape. Rather than relying on automated systems or chatbots, clients speak directly with experienced advisers who provide bespoke, patient guidance tailored to individual circumstances. This human-centred approach forms the cornerstone of their offering.
The company is led by three Chartered and Diploma-qualified partners: Steve Whiteway (APFS, Chartered Financial Planner), Bruce Rowland-Smith (DipPFS, formerly of Prudential Assurance), and Symon Parkin (DipPFS, with 25+ years' asset management experience). Their expertise spans complex financial planning for business owners, partnerships, and high-net-worth individuals.
Services focus on areas where professional guidance proves most valuable: retirement planning, inheritance tax strategies, investment management, and protection planning for business structures. The company also serves as trustee investment specialists and provides a dedicated wealth management portal for clients.
What sets them apart is the explicit rejection of impersonal service—they position themselves as genuinely accessible advisers who understand clients' needs and provide ongoing support throughout their financial journey.
Services offered
Investment Advice & Portfolio ManagementRetirement & Pension PlanningInheritance Tax PlanningTrustee & Trustee Investment ServicesBusiness Loan Protection PlanningShareholder Protection PlanningPartnership Protection PlanningWealth Management Portal Access