AMG is a successful wealth management company providing a highly personal and professional service to our valued clients.
We are proud to be a Partner Practice of FTSE 100 company St. James’s Place Wealth Management.
Based in Allestree, Derby, many of our clients are local people who like the fact we have designed our services to help the individual investor.
Clients enjoy visiting our offices as we have many tools here that can be used to enhance their investment experience. We are confident that our clients leave our offices with peace of mind knowing fully what they have invested in.
Business Support
As a member of the St. James’s Place Partnership, we have access to a number of key individuals within the St. James’s Place Wealth Management Group, who play an important role in providing support to businesses.
Derbyshire Trusted Trader was set up to help local people find businesses who agree to do a good job at a fair price and commit to providing good customer service. This also helps to protect older and vulnerable adults by making it easier for them to use trusted businesses, rather than rogue businesses who typically cold-call and use high pressure sales techniques.
We are proud to say that we have become recognised members of this essential service.
Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.
The Society of Later Life Advisers (SOLLA) is a not for profit organisation, created in 2008, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. The Society’s aim is to ensure that consumers are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
AMG is a successful wealth management company providing a highly personal and professional service to our valued clients. We take the time to develop a close working relationship with our clients to create investments based on their personal priorities, such as keeping a good standard of living in retirement or protecting their wealth for future generations.
Louise has worked within the financial services profession for over 20 years and has a wealth of experience. Most of her working career has been in London, helping develop holistic…
For me, the starting point is to understand client’s lives and what they cherish the most. One of the most interesting facets of what I do is helping a family enjoy their wealth and at the same time preserving the capital to be passed down to future generations and charitable causes. These mechanisms aim to ensure perpetual wealth down the family lineage. In some cases clients have no children and in these instances I work with them to establish charitable foundations.
