financial advisers in Amber Valley

AMG Wealth Management helps individuals, families and business owners in Amber Valley with financial planning and wealth management. We meet Amber Valley clients at our office, at their home or by video call, so you can choose what suits you. To arrange a meeting, call 01332 551155 or send us your details.

Most of the families we help in Amber Valley are thinking about what they will leave their children. It might be a house, savings, a business, or all three. We talk it through with you and set out your options one step at a time. You can read more about estate planning.

What does a first conversation in Amber Valley look like? We start by listening. There is no predefined process, no time pressure and no hard sell. You tell us what matters to you, and we take it from there. To book, call 01332 551155 or send us your details.

What can we help you with in Amber Valley? For individuals and families, retirement, investment, estate and later life planning. For owners of businesses, business advice, business sales and exit planning. Every one of these has a page of its own for Amber Valley.

There is more for individuals and families in Amber Valley: family wealth management, compensation settlements and matrimonial settlements. For business owners and professionals in Amber Valley, we also cover corporate financial planning, business cash management and dental practice sales.

We also help clients in Wirksworth and Swadlincote.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.