At AMG we pride ourselves on offering the most comprehensive financial advice. Our experienced staff recognise that everyone is different and their circumstances unique.
Only when we fully understand a client's personal circumstances will we offer advice.
Contact Us Today
Contact one of our experts to give you the best advice on financial planning!
Financial Planning Testimonials
Don't take our word for it...Take a look at what our clients have to say about their experience with AMG Financial Planning
Daniel answered all of my questions, no question was silly and he put me at ease, almost immediately in our meeting. His...
Read More
Logan D
February 2025
Daniel answered all of my questions, no question was silly and he put me at ease, almost immediately in our meeting. His advice was clear, concise and he took account of my financial needs and concerns before recommending any policy. I would highly recommend AMG to anyone seeking financial advice and, in fact, I have already discussed how beneficial my meeting with Daniel was to my close family and friends.
Logan D - February 2025
Daniel is always efficient, responded promptly and quickly to my request even though my enquiry was at short notice.
Richard H - February 2025
Thanks for your help.
Trevor L - February 2025
Very comfortable and easy to talk to
Tommy O - February 2025
Excellent service very helpful
Matthew T - February 2025
Daniel is a true gentleman and very professional at his job. Listens well and explains everything in detail
Lorriane W - February 2025
Great service - knowledgable, flexible, acts with integrity and customer focused.
Richard G - January 2025
Excellent service as usually, many thanks
Yasmin C - January 2025
Have dealt with Alex for the past 10 years, service as always has been first class, professional and stress free. Moving...
Read More
Kirsty R
January 2025
Have dealt with Alex for the past 10 years, service as always has been first class, professional and stress free. Moving forward, without a doubt we will continue to work with AMG.
Kirsty R - January 2025
Thank you for the consultations Alex. We were presented with numerous options which were thoroughly discussed..Different...
Read More
Grainne C
January 2025
Thank you for the consultations Alex. We were presented with numerous options which were thoroughly discussed..Different levels of cover and the ‘what ifs’ explained well to the layman! Hard work much appreciated Alex/ Team AMG
Grainne C - January 2025
Our Customer Promise
You will receive impartial advice
We act for you the customer always, not for any product or service provider - you always come first
You will be given the best advice in a simple and easy to understand manner
Your personal information is treated in the strictest confidence
You will have access to any data we hold on your behalf
Our staff regularly update their knowledge through continuous professional development
You will be treated in a professional and courteous manner at all times. In the event of a complaint, we will take this seriously and aim to resolve any concerns to your satisfaction
Our Services
Mortgage Advice
Personal Protection Advice - Mortgage / Family / Income / Private Medical
Inheritance Tax Planning
Business Finance Planning
Business Protection Advice - Relevant Life / Key Person / Shareholder / Loan / Group Income Protection / Group Private Medical
We also provide a referral service for Pensions, Investments & Savings
Our Process
First Meeting
Free Consultation
Provide you with our contact details and written Terms of Business
Complete a Factfind which is private and confidential
Agree other information that may be required
Highlight your concerns
Discuss and agree your current and future needs
Discuss and agree any possible fees
Prioritise and agree the next stage
Research
Compile information on your current arrangements
Research the market on your behalf to source the most suitable products and prepare a financial presentation for your consideration
Second Meeting
Confirm if there have been any changes to your circumstances
Present our recommendations
Discuss if further information is required
Agree the next stage
Implementation
Process the agreed action
Provide a written report explaining the reasons for our recommendation
Agree any adjustments or further action required
Reviews
Review your financial arrangements on a regular basis. Remember, you can contact us at any time.
Financial Client Testimonials
Don't take our word for it...Take a look at what our previous clients have to say about their experience with AMG Financial
Logan D - 17 February 2025
Daniel answered all of my questions, no question was silly and he put me at ease, almost immediately in our meeting. His advice was clear, concise and...
Read More
Logan D
17 February 2025
Daniel answered all of my questions, no question was silly and he put me at ease, almost immediately in our meeting. His advice was clear, concise and he took account of my financial needs and concerns before recommending any policy. I would highly recommend AMG to anyone seeking financial advice and, in fact, I have already discussed how beneficial my meeting with Daniel was to my close family and friends.
Richard H - 17 February 2025
Daniel is always efficient, responded promptly and quickly to my request even though my enquiry was at short notice.
Trevor L - 14 February 2025
Thanks for your help.
Tommy O - 11 February 2025
Very comfortable and easy to talk to
Matthew T - 10 February 2025
Excellent service very helpful
Lorriane W - 7 February 2025
Daniel is a true gentleman and very professional at his job. Listens well and explains everything in detail
Richard G - 31 January 2025
Great service - knowledgable, flexible, acts with integrity and customer focused.
Yasmin C - 31 January 2025
Excellent service as usually, many thanks
Kirsty R - 29 January 2025
Have dealt with Alex for the past 10 years, service as always has been first class, professional and stress free. Moving forward, without a doubt we w...
Read More
Kirsty R
29 January 2025
Have dealt with Alex for the past 10 years, service as always has been first class, professional and stress free. Moving forward, without a doubt we will continue to work with AMG.
Grainne C - 24 January 2025
Thank you for the consultations Alex. We were presented with numerous options which were thoroughly discussed..Different levels of cover and the ‘what...
Read More
Grainne C
24 January 2025
Thank you for the consultations Alex. We were presented with numerous options which were thoroughly discussed..Different levels of cover and the ‘what ifs’ explained well to the layman! Hard work much appreciated Alex/ Team AMG