independent private client portfolio investment specialist Border Asset Management  
Managers of PEP, ISA, charity, pension fund, SIPP and trust money Kirkby Lonsdale, Cumbria, Lancashire, Yorkshire

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Important notes - please read before proceeding

 

  

BAM believes in a combination of management fees and modest dealing commissions.

To align our own interests with those of our clients, Management Fees are levied as a direct percentage of the funds under our management. However, there should be no financial cost to the investment manager in making changes intended to enhance a portfolio's long term performance. We simply aim to cover the costs of dealing, (including the time spent in researching and administering changes), with dealing commissions.

Our fee scales are flexible and depend on the individual objectives and features of each portfolio. However BAM attaches importance to the simplicity and transparency of charging arrangements and is committed to providing good value by industry standards. A copy of our standard fee scales will be provided upon request.

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Authorised and regulated by the Financial Services Authority
Financial Services Authority
 border asset management

Border Asset Management
Bank House, 55 Main Street, Kirkby Lonsdale, Cumbria LA6 2AH
Tel: 015242 72941  Fax: 015242 72942 
High Point House, 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ
Tel: 01423 701800  Fax: 01423 709800
E-mail: info@borderam.com
Directors: T R H Kimber; W R G Bell, FCA, FSI; F J R Boddy, FCA; A M G Arkwright, FSI; 
H D Pring, BSc, CFA; A R White, MBCS, MCR; P G Lever
Registered in England no. 2304039
specialist private client portfolio managers
 

Webmaster: alan.white@borderam.com