Real-Life Wealth Management Success Stories in Derby
case studies
how we make a difference
We’ve been helping people navigate their financial journeys since 2010. From legacy and tax planning to investments and investing a compensation settlement, we help our clients make the most of their wealth. We take pride in improving lives and achieving financial freedom, here are some of our client's real-life stories.
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Protecting my Estate from Inheritance Tax (IHT)
Mr and Mrs Smith had large cash balances and a large IHT liability. They knew about the problem but not what to do about it.
Compensation Settlement/award - advising a client who had suffered life changing injuries, and her family.
Sarah was seriously injured in a road traffic collision that was not her fault, and was left paralysed from the waist down.
Preparing the next generation to deal with complex investment issues
The Jones family own several care homes in the south of England and want their young adult children to have the skills and team to grow the business.
client receiving large divorce settlement
Kirsty, in her 40s with 2 children, was awarded over £2m in cash and £2m in property in a divorce settlement and was not confident with money.
Advising an entrepreneur on investments and structuring following a business sale
Surjit and Laura, in their late 50s with 4 children, sold their dental practice and received net proceeds of £10.2 million.
contact AMG Wealth
talk to our financial advisers
To arrange a meeting with one of our advisers, call us on 01332 551155 or send us your contact details and we'll get back to you.
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