How we work

At AMG Wealth Management we understand that everyone’s circumstances are different. People have different priorities when it comes to investment planning and these are typically dependent upon a number of factors.

For example, you might be retired or nearing retirement and a priority for you could be how to preserve your wealth from inflation and taxation. You may also have family issues at the centre of your thoughts and need to understand how your wealth can be successfully managed to take care of your loved ones. Or you may simply wish to plan a retirement where you can enjoy the fruits of your labour by ensuring your investments deliver a comfortable lifestyle.

We also understand that business owners often have precious little time to fully plan how they can achieve financial independence for the future. No matter what stage your business is at, whether you are just starting out or at the helm of a successful established business, AMG Wealth Management can help you put a robust plan of action into place. We can look at many different aspects including pensions for you and employees, key person and shareholder protection, business liability audits and even exit strategies.*

Whatever level of wealth management advice you need, you can be sure that we’ll take the time to fully understand your needs and provide a solution that fits the bill precisely.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

*Exit strategies may involve the referral to a service which is separate and distinct to those offered by St. James’s Place.