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Our Team

David Marks

David Marks - Director

David Marks has been continuously involved in the Financial Services industry since 1978 during which time he has established and maintained long term relationships with his clients; providing bespoke financial solutions and continuity of service.

Email: davidmarks@amaipp.com

Stephen Goldman

Stephen Goldman - Director

Stephen Goldman has had a career in financial services for the past 14 years and prior to joining AM&A he was a senior manager in the ultra high net worth team at HSBC. Stephen has held advanced qualifications in financial planning for a number of years and is working towards achieving the status of a chartered financial planner.

Email: stephengoldman@amaipp.com