About AMG

AMG is a successful wealth management company providing a highly personal and professional service to our valued clients.

We take the time to develop a close working relationship with our clients to provide investment planning based on their personal priorities, such as keeping a good standard of living in retirement or protecting their wealth for future generations. Wealth management requires a much broader involvement with clients than just the provision of investment advice.

Our clients are generally conservative and don’t gamble with money that’s taken a lot of hard earning. They benefit from peace of mind, knowing that their next generation has a properly structured wealth management programme in place to protect their future needs.

We are proud to be a Senior Partner Practice of FTSE 100 company St. James’s Place Wealth Management.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

Our Mission

As we continue to grow, our mission remains steadfast: to help individuals and their families to achieve their serious, long-term financial goals while understanding their needs and what they cherish the most.

Our Practice

Based in Allestree, Derby, many of our clients are local people who like the fact we have designed our services to help the individual investor. Clients enjoy visiting our offices as we have many tools here that can be used to enhance their investment experience. We are confident that our clients leave our offices with peace of mind knowing fully what they have invested in.

We also work with several specialist partners who can advise on matters such as non-resident investments, overseas pension schemes, share portfolio management, and some aspects of management buy outs/buy ins*.

*This may involve services which are separate and distinct to those offered by St. James’s Place.

Core Values

Sometimes being different is hard to explain. But not to us. Our clients’ interests come first.

  • We value working in partnership with our clients and their loved ones.
  • Individuals and their contributions are valued and respected.
  • We believe in a high quality, long-term investment philosophy.
  • We take the time to understand our clients’ values, their story and what matters the most.
  • We want our clients to feel that they are part of our family.
  • Each of our staff know your story.
  • Providing a personal and responsive service is of paramount importance to us.

Our Proposition

  1. We take the time to understand what and who you cherish in life, and what values and beliefs you live by.
  2. We then plan the steps to protect that your lifestyle and incomes both now, and in the case of a major life event which may have a financial impact.
  3. We tailor an investment plan to suit you, and to ensure that the plan is intergenerational.
  4. We use the distinctive Investment Management Approach of St. James’s Place Wealth Management which aims to reduce risk and increase investment returns where possible.
  5. St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products
  6. We will ensure through our Legacy Planning services that not only your legacy, but also your values and guidance are protected for the next generation.
  7. We will happily meet with your loved ones at your request and hold a family conference to explain the valuable planning that has been carried out for your family’s benefit.

Business Support

As a member of the St. James’s Place Partnership, we have access to a number of key individuals within the St. James’s Place Wealth Management Group, who play an important role in providing support to businesses.

Trusted Trader

Derbyshire Trusted Trader was set up to help local people find businesses who agree to do a good job at a fair price and commit to providing good customer service. This also helps to protect older and vulnerable adults by making it easier for them to use trusted businesses, rather than rogue businesses who typically cold-call and use high pressure sales techniques.  We are proud to say that we have become recognised members of this essential service.

Society of Later Life Advisers

The Later Life Adviser Accreditation

The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pensions and annuities, investments, savings and tax planning.

Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.  The Later Life Adviser Accreditation Scheme is audited and endorsed by the standard-setting body the Financial Skills Partnership (FSP) and advisers need to re-license their accreditation annually, evidencing their continued development and knowledge.

The Society of Later Life Advisers (SOLLA) is a not for profit organisation, created in 2008, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. The Society’s aim is to ensure that consumers are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily.

SOLLA ensure that all the advisers have fully satisfied all criteria to become an accredited adviser. This means peace of mind and assurance that the advice you are given is from an Adviser who has proved they have specialist knowledge of the sector.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.