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

Very knowledgeable and efficient. Super team!
C Stewart - November 2023
Without the help of AMG we would never have been able to buy our first home, sell and move for a second time. We were fu... Read More
Rebekah P
November 2023
Without the help of AMG we would never have been able to buy our first home, sell and move for a second time. We were fully informed about the additional costs of purchasing a home meaning that we didn’t walk into the process blindly. The financial advice and planning we received from AMG was honest, detailed and reliable. We are grateful for everything they have done for our family.
Rebekah P - November 2023
Very professional and friendly place to do business, with exceptional staff
Marlene M - November 2023
Very good business company for great financial advice.
Nicole H - November 2023
Been with Alex since 1998. Would not go to another adviser.
Davy H - November 2023
Very helpful company with friendly, professional and helpful staff
Sharon G - November 2023
Alex,I wanted to express my heartfelt gratitude for your exceptional assistance throughout the mortgage process. Your ex... Read More
Katarzyna T
November 2023
Alex,I wanted to express my heartfelt gratitude for your exceptional assistance throughout the mortgage process. Your expertise and dedication truly stood out, and I am immensely grateful for the seamless experience you provided. Your commitment to securing the best terms for me did not go unnoticed, and I feel fortunate to have had you as my financial advisor. Thank you for your and your team outstanding work.
Katarzyna T - November 2023
Jim worked hard and was patient and professional throughout the process of obtaining a mortgage. Communication lines wer... Read More
Terri F
November 2023
Jim worked hard and was patient and professional throughout the process of obtaining a mortgage. Communication lines were clear, and he put us at ease when we had doubts or questions . I would fully recommend him to others
Terri F - November 2023
Daniel looks after my needs 100% by doing all the necessary correspondence with my mortgage lender and keeps me informed... Read More
Robert M
November 2023
Daniel looks after my needs 100% by doing all the necessary correspondence with my mortgage lender and keeps me informed all the way, that’s why I wouldn’t go anywhere else!
Robert M - November 2023
Daniel is fantastic with any mortgage advice. Will continue to highly recommend!
Keira M - November 2023
Staff members: Alex, Daniel and Jim.

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
Staff members at AMG.

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.