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
Thanks to both Alex and Sharon for all their help with both coownership, mortgage and insurance. It's been a challenging...
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Stephanie M
November 2024
Thanks to both Alex and Sharon for all their help with both coownership, mortgage and insurance. It's been a challenging process but I was so grateful for the help and support throughout.
Stephanie M - November 2024
Alex has gone above and beyond to help us and has provided really useful information and recommendations to ensure we’re...
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Gabrielle N
November 2024
Alex has gone above and beyond to help us and has provided really useful information and recommendations to ensure we’re in the best position moving forward. I’ve already recommended him to family and friends. Thank you!
Gabrielle N - November 2024
Daniel is great at his job. I have done and will continue to recommend him as a financial advisor to others. He understa...
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Lorraine B
November 2024
Daniel is great at his job. I have done and will continue to recommend him as a financial advisor to others. He understands his clients, is easy talk to and explain things really well. Always a brilliant and efficient service!
Lorraine B - November 2024
Great Service and would always recommend and return to AMG. Daniel has been a huge help
Gerard L - November 2024
Only ever a message away, we couldn’t of got where we are without his help
Scottie M - November 2024
We couldn't recommend Daniel highly enough , he was excellent from start to finish , making things as easy as possible f...
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Clinton H
October 2024
We couldn't recommend Daniel highly enough , he was excellent from start to finish , making things as easy as possible for us and was always available throughout the process. We have already recommended Daniel and AMG to family and friends. We are very happy Clients
Clinton H - October 2024
Cannot recommend AMG & Daniel highly enough, man deserves a medal for putting up with me & nothing is ever too much both...
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Katrina L
October 2024
Cannot recommend AMG & Daniel highly enough, man deserves a medal for putting up with me & nothing is ever too much bother, thank you magic number man
Katrina L - October 2024
I can't recommend Daniel enough he is so welcoming and such a really nice person he would do anything he can to help he ...
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Karl N
October 2024
I can't recommend Daniel enough he is so welcoming and such a really nice person he would do anything he can to help he has helped me so much which am greatful to have him I would definitely recommend him for family and friends for the future
Karl N - October 2024
Friendly, knowledgeable and helpful
Michael P - October 2024
Always very helpful thanks for all your and your teams help thanks again
Martin R - October 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.