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
Very happy with the helpful service from Daniel. He couldn’t have done enough for me and made my experience smooth and a...
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Amanda L
July 2024
Very happy with the helpful service from Daniel. He couldn’t have done enough for me and made my experience smooth and as less stress as possible
Amanda L - July 2024
Daniel was really friendly and easy to talk to you. He was a great help in our mortgage application!
Zoe C - July 2024
Brilliant adviser, very patient, pleasant to work with, made the whole process simple and easy to understand!
Desislava V - July 2024
Jim always acts in a professional manner and provides all the relevant information to let us make an informed decision
Aaron A - July 2024
First class service always from Everyone at AMG
Ivan L - July 2024
Great service & great experience 10/10
Zsolt N - July 2024
AMG have been fantastic throughout our process with purchasing our new property Highly recommended
Aoife Q - July 2024
Daniel went above and beyond for us and i have already recommended him to 2 friends. First class service and always very...
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James L
July 2024
Daniel went above and beyond for us and i have already recommended him to 2 friends. First class service and always very professional.
James L - July 2024
Changed my financial way of life for the better! Thanks a million!
Trevor L - July 2024
Daniel was both professional and approachable in how he conducted himself. Myself and my wife could not be happier with ...
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Michael R
July 2024
Daniel was both professional and approachable in how he conducted himself. Myself and my wife could not be happier with the service he has provided to us over the years and we would/do recommend AMG to any of our friends and family. First class.
Michael R - July 2024
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.