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
Helpful goes above and beyond his role to ensure it is in my best interest.
Annie M - April 2024
Daniel has been my main source of advice, reassurance, and direction. When buying our first home the estate agent referr...
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Clíodhna N
April 2024
Daniel has been my main source of advice, reassurance, and direction. When buying our first home the estate agent referred to Daniel as the best mortgage advisor she has ever worked with, and I believe it. He continues to go above and beyond for us, we could not ask for more
Clíodhna N - April 2024
Overall the best experience with Daniel, has helped so much for us first time buyers
Callum O - April 2024
Fantastic service. We found staff friendly and approachable; they are always willing to take time to ensure we understan...
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William C
February 2024
Fantastic service. We found staff friendly and approachable; they are always willing to take time to ensure we understand and are happy with terms proposed.
William C - February 2024
We've recieved nothing but straightforward, honest advice from Alex and have had a number of positive dealings with AMG....
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Alastair M
February 2024
We've recieved nothing but straightforward, honest advice from Alex and have had a number of positive dealings with AMG. 5 star, no issues!!
Alastair M - February 2024
Alex has been advising us for 25 years, guided us through a number of property investments and associated mortgages/insu...
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Sharon L
February 2024
Alex has been advising us for 25 years, guided us through a number of property investments and associated mortgages/insurance etc. We have recommended AMG to many others, cannot fault any of the team, always helpful and a pleasure to work with.
Sharon L - February 2024
Daniel is amazing at what he does! As first time buyers he has helped us with everything and made us feel at ease. Could...
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Melissa K
February 2024
Daniel is amazing at what he does! As first time buyers he has helped us with everything and made us feel at ease. Couldn’t ask for better
Melissa K - February 2024
Would have no problem recommending Daniel at AMG to anyone, no better man for the job listens and explains everything in...
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Shaun M
February 2024
Would have no problem recommending Daniel at AMG to anyone, no better man for the job listens and explains everything in a way that the normal person will understand, provides good advice, couldn’t fault the service at all, very welcoming and helpful and makes you feel at ease, always up for a laugh and a bit of craic which is a good bonus too. 5 star.
Shaun M - February 2024
Always very helpful and informative.
Thomas M - February 2024
Fantastic service
Joanne M - February 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.