What We Do

We are a Chartered Financial Planning firm that delivers high calibre intergenerational financial planning advice. Our clients tell us their story and by listening to you we can understand your motivations, values and vision for the future. Once we understand our clients story we work with you to establish where you are today and where you would like to be moving forward. We will develop a tailored written plan that is personal to you, and help you protect your assets for future generations. We are specialists in ensuring that your wealth, values and wisdoms will transition seamlessly over to the next generation involving you all along the journey.

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What Our Clients Say

“I am happy to say that our family has worked with Gary for over 11years. Initially, we discussed financial planning and ISA’s and that’s where we first hit it off. Gary is very easy to work with and explains the options very well.

Would I recommend Gary? Absolutely! In fact, we have recommended Gary and AMG to many others already”.

We were recommended to meet with Gary and quite honestly his approach stood out a mile. Gary really wanted to get to know us and what we wanted. He invested an inordinate amount of time, over several meetings, to understand what our priorities were. He wasn’t at all pushy, unlike the other people we had seen. It was initially a risk for him as there was no guarantee that he would gain us as clients.

Our conclusion was that Gary’s service at AMG is a ‘ball park’ better than the others and we have no hesitation in recommending him”.

“Our first impression of Gary is that he was very sociable and easy going. He explained the options very well and even used a board to visually show how some of the procedures work. His approach is very clear and thorough; he doesn’t rush the process and wanted to make sure that we received exactly the right advice for our family circumstances.

Having made the decision to appoint Gary, we are now evaluating other aspects of Legacy Planning for the future”.

“We have known and dealt with Gary for 13 years. Throughout that time we have always found him to be open, honest and helpful. He is knowledgable and always ready to provide advice. We would be happy to recommend him to anyone.”