What we do

At AMG Wealth Management, we believe clients should focus on sustainable, high quality investment planning over the longer term. Building an effective portfolio can be a complex task and outside the world of wealth management advice is seldom given about the intricate mechanisms and legal structures required. We take the time to fully understand our clients’ priorities and then we work tirelessly to enhance and protect their wealth to secure it for the next generation.

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The title `Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Please note that advice given in relation to a Legal issues will involve the referral to a service that is separate and distinct to those offered by St. James’s Place.