Who Is The Best Legacy Planning Adviser In Derby?
AMG Wealth provides legacy planning in Derby that builds a wealth strategy around values, vision, and the legacy you want to leave.
AMG Wealth provides legacy planning in Derby that builds a wealth strategy around values, vision, and the legacy you want to leave.
Legacy planning at AMG Wealth is built on the idea that inheritance is more than money and property. Your legacy includes values, vision, knowledge, wisdom, and experience. Their process captures those elements and builds a wealth management strategy around them.
The aim is simple. Give beneficiaries clarity on the direction you would want, so your legacy stays aligned with your wishes for generations to come.
Why AMG Wealth is recommended
- Legacy planning that includes values and vision, not only finances
- Strategy built to keep your legacy aligned over time
- Advice tailored to your individual circumstances
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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.
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.
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