meet the team
Our team know your story. We take the time to understand what and who you cherish, and build your plan around it.
financial advisers in Swadlincote
Chartered, financial advice for families, individuals, business owners and professionals.
financial planning in
financial advisers in Swadlincote
Looking for financial planning in Swadlincote? 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.
Most of the families we help in Swadlincote 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.
Wondering what happens when you contact us from Swadlincote? We start by listening. No predefined process, no time pressure and no hard sell. You choose whether we meet at our office, at your home or by video call. Call 01332 551155 or send us your details to begin.
From retirement, investment, estate and later life planning for individuals and families in Swadlincote, to business advice, business sales and exit planning for owners, we help you plan ahead. Follow any link to see how that service works for Swadlincote clients.
Three more services for individuals and families in Swadlincote are family wealth management, compensation settlements and matrimonial settlements. Business owners and professionals in Swadlincote can also ask about corporate financial planning, business cash management or dental practice sales.
We also help clients in Ashby-de-la-Zouch and Loughborough.
free guide
our free inheritance tax guide
A plain-English guide for families thinking about what they will leave their children.
Our Wealth Management Services
advice for every stage of family and business life
family wealth management
Build a wealth management strategy that reflects your values and vision for the future.
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retirement planning
Look forward to enjoying financial independence and a fulfilling life when you retire.
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investment planning
Grow your wealth in carefully selected investments, matched to your goals and appetite for risk.
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estate planning
Now is the time to protect your wealth for the future.
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later life planning
We are living longer, but what are the consequences? Accredited later life advice.
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compensation settlements
Our support does not stop when a settlement is agreed. Financial advice that lasts a lifetime.
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matrimonial settlements
A collaborative approach, working with you and your solicitor to reach a fair financial outcome.
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why families choose AMG Wealth
get to know your financial planners
chartered status
Awarded Chartered Financial Planner status by the Chartered Insurance Institute in 2019, a public commitment to putting you first.
why st. james's place?
As a Senior Partner Practice of St. James's Place, our clients benefit from its investment approach and advice guarantee.
case studies
See how we have helped families and business owners across the areas we cover plan for the future with confidence.
free guides
Practical guides on inheritance tax, financial wellbeing and planning for business owners. Free to download.
frequently asked questions
Straight answers to the questions families ask us most, from when to speak to a wealth manager to managing a pension.
WEALTH MANAGEMENT PRACTICE
we go above and beyond to support you at AMG Wealth
Investing for the future. Protecting your estate. Planning for retirement. Our expertise covers all aspects of intergenerational wealth management. The advice we provide is of the highest calibre - and every recommendation we make is tailored to suit you and your family.
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 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.
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Our financial advisers are here to help.
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WEALTH MANAGEMENT TESTIMONIALS
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our values
Sometimes being different is hard to explain. But not to us. Our clients’ interests come first.
- We value working in partnership with our clients and their loved ones.
- Individuals and their contributions are valued and respected.
- We believe in a high quality, long-term investment philosophy.
- We take the time to understand our clients’ values, their story and what matters the most.
- We want our clients to feel that they are part of our family.
- Each of our staff know your story.
- Providing a personal and responsive service is of paramount importance to us.
OUR PROCESS
- We take the time to understand what and who you cherish in life, and what values and beliefs you live by.
- We then plan the steps to protect your lifestyle and incomes both now, and in the case of a major life event which may have a financial impact.
- We tailor an investment plan to suit you, and to ensure that the plan is intergenerational.
- We use the distinctive Investment Management Approach of St. James’s Place Wealth Management which aims to reduce risk and increase investment returns where possible.
- St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products
- We will ensure through our Legacy Planning services that not only your legacy, but also your values and guidance are protected for the next generation.
- We will happily meet with your loved ones at your request and hold a family conference to explain the valuable planning that has been carried out for your family’s benefit.
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Will writing and Powers of Attorney involve the referral to a service which is separate and distinct to those offered by St James's Place and along with Trusts are not regulated by the Financial conduct authority.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
other areas we cover
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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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