AMG Wealth (CHARTERED FIRM) - Derby

Ian R.

AMG Wealth were first recommended to us 9 years ago when we were updating our wills.
From our first meeting with Gary we felt totally at ease and had no doubts about using AMG for our future financial planning. It is not an exaggeration to say that the advice given since that meeting has been life changing in terms of our attitude to our wealth and investments.
Gary, Phil and all at AGM are highly professional in all aspects of their work, communication is excellent with regular reviews of our financial position and prompt response and advice on any queries we raise.
Of great importance to us has been their involvement with the next generations of our family, and our son and daughter now have a relationship with AMG in planning their own future.
We cannot recommend AMG highly enough, our only regret is that we were not introduced many years earlier.

sachin S.

Gary and Phil, simply the best advisors I have come across. Kind, genuine, take a real interest in your life plans and have always gone above and beyond making time for you. A class above the rest - thank you and keep up your true purpose in building long term wealth for your clients with sound balanced advice and lasting relationships. If you are considering working with AMG please reach out at least for an introduction call, anyone I have recommended has always been delighted. Thank you again.

Alison H.

We had previous experience with another firm but the performance and communication was poor. For the last 18 months, we have had a totally different experience with Gary and his team. We now have a clear view of our financial position, and how to best manage retirement and intergenerational financial management. We have had many (very patient) hours of advice and discussion which we have deeply appreciated. The end result is that we feel fully engaged in the process, understanding each step and confident that we are being given sound advice.
We fully recommend AMG.

Roger R.

Looking forward to our annual review following several informal meetings over the year. Always an illuminating and rewarding experience completed in a relaxed and comprehensive manner by Phil Basterfield. SJP's annual Financial Planning Guide very useful to ensure tax, IHT, pension, savings,etc are fully scrutinised and acted on. Our 14 years association has been financially successful and we feel secure in the knowledge that AMG's team will be willing and able to navigate our wealth management in our later years and guide our children & grandchildren in making the right decisions into the future.

Mr P.

I wish I had engaged with AMG a lot earlier than I did. I had several pensions that I combined, I used another company and the only people that were making money was them. I decided to find another management company and had AMG recommended. I asked AMG to transfer my pension asap however they made sure they did their due-diligence before making recommendations. The process has been very smooth and the explanations given very clear and concise - I would wholeheartedly recommend AMG Wealth Management if you want someone to take managing your future finances seriously.

Reece D.

AMG Wealth Management stands out as an exceptional choice for financial planning. Their expertise in intergenerational wealth management is evident in the approach they take with each client. The team demonstrate a remarkable ability to understand your financial situation and goals, offering tailored advice on everything from retirement and investment planning to estate and later life planning. What truly sets them apart is their commitment to going above and beyond, providing clear explanations of complex financial concepts and ensuring you feel confident in your decisions.

Andy C.

After a very serious motorcycle accident resulting in a substantial insurance payout I needed sound financial advice to enable me to plan for the future
I feel that AMG have always had my best interests at heart and have always given the best advice

baulksupply

my pension has been placed with AMG wealth management over the past 4 years and I have been entirely impressed by their candour, professionalism and knowledge.

Their staff are courteous, friendly and sensitive to my working hours.

Updates are provided to me personally and I have the flexibility to choose how my portfolio is managed.

All in all a very complete and confidence inspiring company!