My parents gave me a lump
sum a few years ago which
they wanted me to put
away for my future…
I trusted AM&A to help me make the most of my finances and get the most out of my tax allowances.
Due to ill health I needed to access
my pension funds much earlier than
the standard retirement age...
AM&A helped me when other financial advisors couldn’t. Their excellent advice has meant I have the freedom to live without financial worry.
My husband and I separated last
year and we needed help to work
through all the financial issues…
The expert guidance we received made a very difficult situation easier as this is not something we could have done on our own.
We both retired 3 years
ago and decided the time
was right to move abroad...
Our money has now been invested in a way that means we can have access to extra income whenever we need it.
My aunt passed away
leaving my sister and I as
executors of her estate...
With AM&A's wise investment guidance we can be confident our young children will benefit from the inheritance once they are adults.
Your financial wellbeing is our priority
We started out with a simple philosophy, to look after families and business owners’ hard-earned money as if it was our own.
Offering an excellent independent and impartial service that we would want to receive ourselves.
We are proud to have been helping clients, their families and their businesses grow their wealth and plan their financial futures for over 40 years.
How we work
Our 4 simple steps to delivering an excellent service:
1
Fact Finding
We first get to know you and your goals and understand the level of risk that you are comfortable with.
2
Planning
We will propose a plan of how to structure your affairs.
3
Investing
Once you are happy with the approach, we will select the best combination of investments for you.
4
Tracking
Having invested wisely, we will continually monitor your portfolio, update you on performance and recommend opportunities to maximise your return.