financial advisers in Bakewell

Looking for financial planning in Bakewell? AMG Wealth Management supports individuals, families and business owners with wealth management, and every meeting can be at our office, at your home or by video call. Call 01332 551155 or send us your details to arrange a time.

If you live in Bakewell and you are thinking about what your children will inherit, that is exactly the kind of conversation we have most. No jargon and no hard sell. See estate planning for how we approach it.

In Bakewell, we begin every relationship the same way: by listening. There is no predefined process, no time pressure and no hard sell. Tell us where you are and what you want, and we will talk it through. To book, call 01332 551155 or send us your details.

In Bakewell, our work for individuals and families covers retirement, investment, estate and later life planning. Business owners in Bakewell can turn to us for business advice, business sales and exit planning. Each service has its own page, written with Bakewell clients in mind.

Three more services for individuals and families in Bakewell are family wealth management, compensation settlements and matrimonial settlements. Business owners and professionals in Bakewell can also ask about corporate financial planning, business cash management or dental practice sales.

We also help clients in Matlock, Ilkeston and Heanor.

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.