TRUSTED FINANCIAL ADVISERs in derby
about amg wealth
PROVIDING A HIGHLY PERSONAL AND PROFESSIONAL financial planning SERVICE TO OUR VALUED CLIENTS
protecting your wealth for future generations
AMG is a chartered financial planning practice that delivers high calibre intergenerational financial planning advice. We take the time to develop a close working relationship with our clients to provide investment planning based on your personal priorities, such as keeping a good standard of living in retirement or protecting wealth for future generations. Wealth management requires a much broader involvement with clients than just the provision of investment planning advice. Our clients benefit from peace of mind, knowing that their next generation has a properly structured wealth management programme in place to protect their future needs.
what we do
We develop a tailored written plan that is personal to you, and help you protect your assets for future generations. We are specialists in ensuring that your wealth, values and wisdoms will transition seamlessly over to the next generation involving you all along the journey.
our mission
our wealth management practice in derby
Based in Allestree, Derby, many of our clients are local people who like the fact we have designed our services to help the individual investor.
Clients enjoy visiting our offices as we have many tools here that can be used to enhance their investment experience. We are confident that our clients leave our offices with peace of mind knowing fully what they have invested in.
We also work with several specialist partners who can advise on matters such as non-resident investments, overseas pension schemes, share portfolio management, and some aspects of management buy outs/buy ins*.
*This may involve services which are separate and distinct to those offered by St. James's Place.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.