Welcome to NWD Asset Management

Company profile

" At NWD Asset Management, we believe that our clients are our greatest asset and it is our constant aim to ensure that they receive a service that is second to none. We believe in giving our clients real value for money and want to ensure that you the client get the best and most up to date advice. We also want to be there, still advising you, when your plans are realised "

Paul Morrison, Managing Director

NWD Asset Management was founded to service the need of expatriates and international investors who seek independent financial advice. NWD is completely independent and not tied or associated with any financial institution. Therefore, as we have no axes to grind we are in a position to use this independence to our client's best advantage and be completely impartial and objective in the advice we provide.

We deal with the majority of major banks, building societies, investment houses and life assurance companies, which will no doubt include names that you are already familiar with. In the main, we aim to use institutions, which are based in designated territories such as the Isle of Man and the Channel Islands where the highest degree of investor protection is afforded and recognised by UK regulatory bodies.

Our private clients range from small business owners to professionals and company directors. We advise them on all aspects of their personal financial planning off shore banking, retirement planning & financial management, capital investments, school fee planning, inheritance tax planning, income protection, critical illness, life assurance and medical insurance.

Our corporate clients range from sole traders to small professional firms and international companies. We advise companies on all aspects of - off shore company registration, employee benefits - pensions, sickness benefits, share options, medical and life benefit as well as death-in-service and key man assurance.

Firm adherence to the Company's founding principles of independence, quality advice and dedicated service has earned us an enviable reputation for professionalism, integrity and standards of excellence. We stand at the forefront of change in the financial services industry and welcome the opportunities this brings; to improve still further the service we are able to offer our clients.