AM&A Investment & Pension Planning Limited
AM&A is a boutique IFA practice originally founded in 1982 by and is dedicated to providing high quality financial planning advice and exceptional levels of service to high net worth individual and corporate clients.
AM&A specialises in advising on all aspects of pension and wealth management solutions for individuals, companies and trusts.
The fundamental objective of our business since it was established has been to develop and cement long-term client relationships. We value these relationships highly and because of this, the majority of our clients have been with us for many years. Our loyalty to them and theirs to us ensures that we can remain dedicated to meeting their needs, and are able to make a real difference by providing a hands-on and bespoke service.
We understand that your finances are about more than performance tables, fund managers or asset allocation - they're about your life and your goals, protecting and growing your capital. Our purpose is to simplify complex situations, take the burden out of important financial decisions and help you to make the most out of your accumulated wealth.
At AM&A we never forget that it is your money we are managing, and we are privileged to be entrusted with your financial affairs.