Investment Planning in Newark and Sherwood
where your wealth can achieve its full potential
wealth and Investment Management Services
make informed choices with your prospects and a positive future in mind
With the right advice, investing can help you work towards your long-term financial goals by giving your money the opportunity to grow and maintain its spending power over time. Unlike cash savings, the value of investments can rise and fall, and your capital is not protected, so you may get back less than you invest. Investment returns are not guaranteed.
At AMG, we specialise in investment planning, in line with your investment choices. Our aim is to find the sweet spot where your financial well-being is secure, so you can enjoy your wealth.
free guide
our free inheritance tax guide
A plain-English guide for families thinking about what they will leave their children.
Investment Planning
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Investment Planning
When you come to us for advice about investing, we will go to great lengths to understand your objectives and how you feel about risk before we design a portfolio for you. Our support doesn't stop there. Regular reviews help ensure your investments remain aligned with your objectives, attitude to risk and changing circumstances. While investment values can rise and fall over time and your capital is not protected, ongoing reviews can help keep your plans on track towards your long-term goals and we’ll be at your side every step of the way.
Unlike some advisers who manage their clients’ investments themselves, we have chosen to work as an appointed representative of St. James’s Place. With a strong track record, exceptionally high ethical standards and a robust and proven methodology for risk mitigation, they are a UK firm whose highly specialist skills are not usually available to private investors or other financial advisers.
We are also able to provide discretionary fund management services through the St. James’s Place Discretionary Managed Service. These services could be suitable for private clients who have specific equity investment requirements as well as corporate clients who need a more restrictive investment mandate.
Looking for investment planning advice in Newark and Sherwood? AMG Wealth works with individuals and families, and every meeting can be at our office, at home or by video call. You decide which of the three suits you.
Before we design a portfolio, we take time to understand your objectives and how you feel about risk. Regular reviews then help keep your investments in line with your objectives, attitude to risk and changing circumstances. If you are in Newark and Sherwood, an adviser can go through what that means for you.
Mostly, the people we help in Newark and Sherwood are planning an inheritance for their children. They want to know it is set up properly and that their family will not be left guessing. Our estate planning page explains what is involved.
Your first meeting about investment planning in Newark and Sherwood is about you. We start by listening. No predefined process. No time pressure. No hard sell. Call us on 01332 551155 or send us your details when you are ready.
More on this: investment planning, family wealth management in Newark and Sherwood and financial advisers in Newark and Sherwood. Each page is written with clients in Newark and Sherwood in mind. Investment values can rise and fall, and your capital is not protected.
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.