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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Services offered by Border Asset Management
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Important notes - please read before proceeding

 

 

 

BAM offers a number of services, either directly or by introductions to others.  Please click on the service you require:

Discretionary Management

Non Discretionary Service

PEPs
 

ISAs
 

Family Funds
 

SIPPS
 

Charities
 

Probate Service

Adam & Company

Offshore Service

Charges

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