BESPOKE FINANCIAL ADVISERS IN blaby

financial planning for every stage of family life

WEALTH MANAGEMENT PRACTICE blaby

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.
case studies
Group photo of financial advisors at AMG Wealth in Derby.

TESTIMONIALS for our financial planning services

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Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.

see what our clients say about us

I have really appreciated and value the advice Phil has given to me and my family to ensure that we prepare for retirement safely. He has taken the time to understand our family and what is important to us providing simple explanations to breakdown some of the complexities involved.

I am happy to say that our family has worked with Gary for over 11 years. Initially, we discussed financial planning and ISA's and that's where we first hit it off. Gary is very easy to work with and explains the options very well. Would I recommend Gary? Absolutely! In fact, we have recommended Gary and AMG to many others already.

We like the fact that Phil and AMG are close to us and are on hand whenever we need advice or guidance. We have used AMG as they have always done what they have said they would do and more. Having the regular reviews is of great benefit to keep us up to speed of our investments and the wider economic environment.

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.

Our team are here to provide you with professional, personal advice and support and are dedicated to achieving excellent levels of client care.

meet our team

Gary Hans

Chartered Financial Planner

Phil Basterfield

Chartered Financial Planner

Kevin Lock

Financial Adviser

Clare Davison

Operations Manager

Kelly Westwood

Head of Marketing

Monika Hans

Accounts & HR

Rebecca Tunnicliff

Paraplanner

Ann Basi

Paraplanning Support

Navjot Kaur

Client Liaison

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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