As for our investment philosophy at AMG Wealth Management, we believe that investors should focus on high quality investments over the longer term, and not be drawn into fad investments. Our clients are treated as people, faces and families, unlike many other firms that operate a call centre environment. Our solutions are bespoke and we are proud to adopt the St. James’s Place approach to wealth management. We provide a highly personal and professional service which unfortunately has become a rarity.
We understand that the world of wealth management and financial planning can be extremely complex. We therefore ensure that solutions and strategies are discussed and presented in a clear manner by keeping jargon to an absolute minimum. From a personal perspective we are a people business and our business philosophy is simple and that is we will deliver our best to you and in return please deliver our message of good advice and excellent service to others.
If you have been introduced to us through personal recommendation, I trust you will find this introduction helpful. I especially look forward to welcoming you to our Practice and assisting you with your wealth management and financial planning requirements for many decades to come.
We will plan together for your wealth to be secured for your family and heirs in accordance with your wishes.
• Aspirations - We invest our time to understand your financial goals and help you stay on track. We hold a no obligation discovery meeting which is focused on you.
• Manage - We help our clients to manage their Wealth and Investments by enrolling our clients into our Wealth Management Programme. We work with some of the best Legal and Tax Advisers to help you and your immediate family retain your wealth.
• Grow - We aim to grow your knowledge and wealth over time by engaging you into our Wealth Management Programme.
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.
If you would like to join our many clients, please make contact with me at your earliest convenience. We would be honoured to be given the opportunity to help protect and enhance your wealth over the coming years.