Independent firm with unrivalled knowledge

Fundamental Asset Management Limited is an independent, owner managed, investment management firm with an unrivalled knowledge of the AIM market.

It has successfully provided AIM Portfolio Management with Inheritance Tax planning to private investors, trusts and institutions for over 10 years.


Hear it from the top..


In our blog

Client money can stay ‘on platform’ with Fundamental AIM for IHT planning portfolios

10 October 2016

The improving quality of companies on AIM, combined with the Individual Savings Account (ISA) rule changes from August 2013 which allowed AIM shares to be held within ISAs, has seen a growing number of investors consider AIM for both its investment and tax planning attractions. The ability to invest in inheritance tax (IHT) qualifying portfolios… Read more

AIM breaches £80bn

7 September 2016

The value of the AIM  market grew again in August reaching a level not seen for several years. At the end of August 2016 there were 1,007 companies on AIM with the total market value £80.568bn. This compares with 1,010 companies on AIM at the end of July 2016 when the market value was £77.396bn…. Read more

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To contact Fundamental Asset Management email us or call +44 (0)1923 713 890

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