Financial Planning And Wealth Management advisers in derby

leave a lasting legacy that means the world to you

family financial planning services

there’s more to inheritance than money and property

Your legacy is as personal as your fingerprint. It extends beyond financial wealth, encompassing everything that defines you - from your core values and vision for the future to the knowledge, wisdom and experience you acquire over your lifetime.

Legacy planning captures all of these elements and builds a wealth management strategy around them. Its aim is to give your beneficiaries a clear sense of the direction you would like them to take - so they can keep your legacy alive and aligned with your wishes for generations to come.


feel at ease from the moment we meet

Peace of mind through financial planning and legacy management by AMG Wealth in Derby.

peace of mind

Our measured approach to legacy planning means you don't have to worry about the 'what ifs'. We'll make sure everything is in place for the future custodians of your wealth, leaving you free to enjoy life to the full.
Family values and supportive relationships in financial planning by AMG Wealth in Derby.

family values

At AMG we treat our clients like family. To build a strong and supportive relationship, we'll spend time getting to know you - where you've come from, where you're heading and what you cherish most in life.
Tailored financial planning advice by AMG Wealth in Derby.

tailored advice

How we work is a far cry from one-size-fits-all advice. Our recommendations will always be tailored to you and your individual circumstances - there's nothing standard about the service we provide.

Family Wealth Planning advice & Guidance

planning that puts you front and centre

To sum up Family Wealth Management in a single sentence, it's an astute way to ensure you leave a lasting and meaningful legacy for future generations, while enjoying your wealth for the rest of your life.

If you haven't come across the term before, you're not alone. What we do is rare and unique. It's also highly refined, focusing on you, your family and how we can create a strategy for preserving, protecting and passing on your wealth.

By taking time to understand what makes you tick and the things you value, we're able to guide you to a place where you feel confident that your legacy is sustainable, with carefully constructed plans that mean your financial wealth - and your wealth of knowledge, wisdom and experience - will continue to have a positive impact on the world long into the future.

Personalised financial planning and legacy management by AMG Wealth in Derby.

contact AMG Wealth

talk to one of our financial advisers in derby

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.
AMG Wealth Management Ltd, together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For more information about how we use your personal data, please see our privacy policy or the St. James's Place privacy policy. *Required.
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AMG WEALTH insights & news

read our latest news

Local Easter Egg Charity Collection
Local Easter Egg Charity Collection
Our very own Easter bunny Kevin Lock delivering our donation to St. James’s Place Nottingham location ‘Easter Egg Charity Collection’.
It's a new look and feel for AMG
It's a new look and feel for AMG
We're delighted to launch and share with you our new logo and name 'AMG Wealth'. Don't worry, we are still the same AMG and our clients will still receive the same high quality service as always.
International Women’s Day
International Women’s Day
Celebrating our amazing team on ‘International Women’s Day’ and every day!
“Roll Camera!” “Roll Sound!” “Action!”
“Roll Camera!” “Roll Sound!” “Action!”
A heartfelt thank you to our wonderful clients who so kindly gave up their time to attend our ‘Client Testimonial Filming’ day.