AMG Wealth (CHARTERED FIRM) - Derby

AMG Wealth (CHARTERED FIRM) – A Trusted Financial Partner

For individuals and families seeking comprehensive and expertly guided financial planning, AMG Wealth (Chartered Firm) presents itself as a distinguished and reliable resource. Located at 120 Park Farm Dr, Derby DE22 2QP, United Kingdom, and easily accessible via Phone: 1332551155, their website, Website: amgwealth.co.uk, offers a seamless platform for inquiries and information gathering. AMG Wealth is a Financial Planner and Financial Consultant, dedicated to crafting bespoke financial strategies tailored to meet unique needs and goals.

About AMG Wealth

AMG Wealth operates as a Chartered Firm, signifying a high level of professional competence and adherence to rigorous regulatory standards. This accreditation demonstrates a commitment to ethical conduct, continuous professional development, and a client-centric approach. The firm distinguishes itself through a personalized service model, prioritizing in-depth consultations and proactive support rather than a ‘one-size-fits-all’ methodology. They specialize in a broad spectrum of financial services designed to assist clients at various stages of life, encompassing retirement planning, investment management, inheritance tax planning, and wealth preservation.

Key Services Offered

AMG Wealth’s service portfolio is deliberately designed to address a wide range of financial aspirations:

• Retirement Planning: They assist clients in developing robust retirement strategies, considering factors such as desired lifestyle, longevity, and potential investment returns.
• Investment Management: Employing a disciplined and research-driven approach, AMG Wealth manages investment portfolios aligned with individual risk tolerance and financial objectives.
• Inheritance Tax Planning: Minimizing inheritance tax liabilities is a crucial aspect of wealth preservation, and AMG Wealth offers strategic solutions to achieve this.
• Financial Planning for Business Owners: Recognizing the unique financial challenges faced by business owners, they provide tailored strategies for business succession, profit extraction, and overall financial stability.
• Wealth Preservation: Protecting and growing existing wealth is a core focus, utilizing sophisticated techniques to mitigate risks and ensure long-term financial security.

Location and Accessibility

The firm’s headquarters is strategically located at 120 Park Farm Dr, Derby DE22 2QP, United Kingdom. Recognizing the importance of accessibility, AMG Wealth has taken steps to ensure that individuals with mobility challenges can comfortably visit the office. Wheelchair-accessible car park and a wheelchair-accessible toilet are available on-site. It’s important to note that an appointment is required to schedule a consultation, and appointments recommended for optimal service.

Client Feedback and Reputation

AMG Wealth consistently receives positive feedback from its clients, as reflected in its impressive Average opinion: 5/5 rating on Google My Business. Currently, the company boasts 31 reviews on Google My Business, showcasing a strong track record of client satisfaction. Review highlights frequently mention the firm’s expertise, professionalism, and dedication to client success. Clients appreciate the thoroughness of the planning process and the clear, understandable explanations provided. The team’s responsiveness and willingness to address client concerns are also consistently praised.

Why Choose AMG Wealth

Several factors contribute to AMG Wealth’s reputation as a premier financial advisory firm:

• Chartered Status: Provides assurance of professional competence and ethical standards.
• Personalized Service: Tailored strategies developed through in-depth consultations.
• Experienced Team: A team of highly qualified and experienced financial professionals.
• Client-Focused Approach: Prioritizing client needs and goals above all else.
• Commitment to Transparency: Open and honest communication throughout the planning process.

Contact Information and Booking an Appointment

To schedule a consultation and explore how AMG Wealth can assist you in achieving your financial aspirations, please contact them directly using the details provided above. You can reach them by Phone: 1332551155 or visit their website at Website: amgwealth.co.uk to learn more about their services and schedule an appointment.

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👍 Reviews of AMG Wealth (CHARTERED FIRM)

Ian R.

5/5

AMG Wealth were first recommended to us 9 years ago when we were updating our wills.
From our first meeting with Gary we felt totally at ease and had no doubts about using AMG for our future financial planning. It is not an exaggeration to say that the advice given since that meeting has been life changing in terms of our attitude to our wealth and investments.
Gary, Phil and all at AGM are highly professional in all aspects of their work, communication is excellent with regular reviews of our financial position and prompt response and advice on any queries we raise.
Of great importance to us has been their involvement with the next generations of our family, and our son and daughter now have a relationship with AMG in planning their own future.
We cannot recommend AMG highly enough, our only regret is that we were not introduced many years earlier.

Roger R.

4/5

Looking forward to our annual review following several informal meetings over the year. Always an illuminating and rewarding experience completed in a relaxed and comprehensive manner by Phil Basterfield. SJP's annual Financial Planning Guide very useful to ensure tax, IHT, pension, savings,etc are fully scrutinised and acted on. Our 14 years association has been financially successful and we feel secure in the knowledge that AMG's team will be willing and able to navigate our wealth management in our later years and guide our children & grandchildren in making the right decisions into the future.

Alison H.

5/5

We had previous experience with another firm but the performance and communication was poor. For the last 18 months, we have had a totally different experience with Gary and his team. We now have a clear view of our financial position, and how to best manage retirement and intergenerational financial management. We have had many (very patient) hours of advice and discussion which we have deeply appreciated. The end result is that we feel fully engaged in the process, understanding each step and confident that we are being given sound advice.
We fully recommend AMG.

sachin S.

5/5

Gary and Phil, simply the best advisors I have come across. Kind, genuine, take a real interest in your life plans and have always gone above and beyond making time for you. A class above the rest - thank you and keep up your true purpose in building long term wealth for your clients with sound balanced advice and lasting relationships. If you are considering working with AMG please reach out at least for an introduction call, anyone I have recommended has always been delighted. Thank you again.

Mr P.

5/5

I wish I had engaged with AMG a lot earlier than I did. I had several pensions that I combined, I used another company and the only people that were making money was them. I decided to find another management company and had AMG recommended. I asked AMG to transfer my pension asap however they made sure they did their due-diligence before making recommendations. The process has been very smooth and the explanations given very clear and concise - I would wholeheartedly recommend AMG Wealth Management if you want someone to take managing your future finances seriously.

Reece D.

5/5

AMG Wealth Management stands out as an exceptional choice for financial planning. Their expertise in intergenerational wealth management is evident in the approach they take with each client. The team demonstrate a remarkable ability to understand your financial situation and goals, offering tailored advice on everything from retirement and investment planning to estate and later life planning. What truly sets them apart is their commitment to going above and beyond, providing clear explanations of complex financial concepts and ensuring you feel confident in your decisions.

Lynne G.

5/5

I cannot recommend AMG Wealth highly enough. Gary was recommended by several local friends who all talked of how we went way above and beyond for them. And that has been the same for me. He makes you feel as if you are in very safe and very competent and caring hands.

Jane W.

5/5

AMG are an extremely knowledgeable, professional financial company.
Gary, Phil and all the team are very friendly and helpful and no question goes unanswered. They're genuinely interested in your personal situations and give you advice accordingly. Contact is excellent.
We would most certainly recommend them to anyone that's looking for any financial advice. They helped us plan for our future/ retirement.