Who Are We?

Assetz Fund Management was established to act as the property investment adviser to a series of innovative property investment funds. It is known that many investors are attracted to property as an asset class, but are put off by the work and time involved.

Our fund management business aims to deliver property investment strategies that investors would like to implement directly if only they had the time. Not all funds will be suitable for all investors. Independent financial advice should be taken before considering any investment.

Choosing a Financial Advisor

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Placing an investment is an ideal time to consider 'bigger picture' financial planning, such as retirement planning, estate and inheritance tax planning, and making sure that your portfolio and insurances are performing at their best.

Assetz work with a number of professional advisers and we will be happy to refer you to a suitably qualified professional.

The firms that we work with are fully regulated by the Financial Services Authority (FSA) and you can find out if an adviser or a brokerage is regulated by visiting www.fsa.gov.uk/registry

Under FSA rules financial advisers must give you two 'Keyfacts' documents: 'About our service' and 'About the cost of our service'. These explain:

• the type of service they offer (information or advice), whose products they choose from (the whole market, from a limited range or from just one provider)
• how you're being charged for the service (fees and/or commission)

A financial adviser can only say they offer independent advice if they recommend from the whole market and offer you the option to pay a fee rather than commission.

If you decide to proceed, the financial adviser must also give you a 'Key features document' that explains important details, like:

• the aims and benefits of the product
• the level of risk
• an illustration showing how the investment/plan might work for you
• the commission and charges you will have to pay the product provider to manage the product for you

There is an establishment fee (depending upon the number of investors), a transaction fee (a percentage of the property purchase / sale price depending upon the type and value of property) and an annual management charge (depends upon the number of tenants and properties).

Request a call from a financial adviser