financial advisers in Oadby and Wigston

For people in Oadby and Wigston, AMG Wealth Management offers financial planning and wealth management for individuals, families and business owners. You decide how we meet: at our office, at your home or by video call. The first step is a call to 01332 551155 or a message with your details.

A lot of our Oadby and Wigston clients come to us with the same question: what happens to what I have, and how do I make it easier for my children? We start by listening. Our page on estate planning explains how that works.

In Oadby and Wigston, 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.

If you are in Oadby and Wigston, you can ask us about retirement, investment, estate and later life planning as an individual or a family. If you own a business in Oadby and Wigston, ask about business advice, business sales or exit planning. We explain each one in plain English.

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

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.