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Our Team

David Marks

David Marks - Managing Director

Managing 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 - Financial Planner

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