Financial Planning AMG Property

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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 is a trusted and reliable professional and he makes each appointment and interaction so simple and easy. He alway... Read More
Loren B
October 2025
Daniel is a trusted and reliable professional and he makes each appointment and interaction so simple and easy. He always does a thorough and detailed assessment and works so hard.
Loren B - October 2025
Jim is a great. Would recommend to anyone buying their first home. Very helpful.
Nicole H - October 2025
Jim is fantastic at his job. Very helpful and informative, any query I have is always answered.
C Breslin - October 2025
Daniel is an absolute professional who guided me with patience, clarity and expertise. Daniel is dedicated, knowledgeabl... Read More
Gerard R
October 2025
Daniel is an absolute professional who guided me with patience, clarity and expertise. Daniel is dedicated, knowledgeable and genuinely caring who always goes above and beyond. A trustworthy and competent adviser who makes your financial goals their priority
Gerard R - October 2025
Daniel was absolutely amazing, I would highly recommend. He made it possible for my partner and I to buy our first home&... Read More
Maya M
October 2025
Daniel was absolutely amazing, I would highly recommend. He made it possible for my partner and I to buy our first home🙏
Maya M - October 2025
Great and friendly service as always
Robert K - October 2025
Daniel goes beyond and above with advice and help
Declan R - October 2025
Daniel has been nothing but outstanding, beyond helpful and couldn’t have done it without him
Donn W - October 2025
Very knowledgeable and quick responses.
Laura M - October 2025
First class and knows his stuff highly recommended
Robert C - October 2025
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.

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

Loren B - 30 October 2025 Daniel is a trusted and reliable professional and he makes each appointment and interaction so simple and easy. He always does a thorough and detailed... Read More
Loren B
30 October 2025
Daniel is a trusted and reliable professional and he makes each appointment and interaction so simple and easy. He always does a thorough and detailed assessment and works so hard.
Nicole H - 28 October 2025 Jim is a great. Would recommend to anyone buying their first home. Very helpful.
C Breslin - 22 October 2025 Jim is fantastic at his job. Very helpful and informative, any query I have is always answered.
Gerard R - 21 October 2025 Daniel is an absolute professional who guided me with patience, clarity and expertise. Daniel is dedicated, knowledgeable and genuinely caring who alw... Read More
Gerard R
21 October 2025
Daniel is an absolute professional who guided me with patience, clarity and expertise. Daniel is dedicated, knowledgeable and genuinely caring who always goes above and beyond. A trustworthy and competent adviser who makes your financial goals their priority
Maya M - 21 October 2025 Daniel was absolutely amazing, I would highly recommend. He made it possible for my partner and I to buy our first home🙏
Robert K - 21 October 2025 Great and friendly service as always
Declan R - 21 October 2025 Daniel goes beyond and above with advice and help
Donn W - 20 October 2025 Daniel has been nothing but outstanding, beyond helpful and couldn’t have done it without him
Laura M - 20 October 2025 Very knowledgeable and quick responses.
Robert C - 20 October 2025 First class and knows his stuff highly recommended
View all Testimonials