Please read this information carefully. Access to this website is confirmation that you have understood and agree to be bound by all of these terms and conditions. The information provided on this website is for the use of residents of the United Kingdom.
As Partners within the St. James’s Place Wealth Management Partnership, we provide personal, face to face wealth management advisory services to St. James’s Place clients. St. James’s Place acts as principal to the Partnership, and ensures that any wealth management services that we provide to you are delivered in accordance with the applicable regulatory requirements. St. James Place is also responsible for managing any complaints made by you in respect of the services we provide.
This Privacy Policy explains when and why we collect your personal information as part of our provision of wealth management services, and also explains how we use your information. If requested, we will provide you with a copy of this Privacy Policy for your records.
“We”, “Us” “Our” refers to the Partner named on this website.
Where St. James’s Place uses your personal data, for example by conducting audits of Partners and dealing with any complaints that you may have, this will be governed by St. James’s Place Privacy Policy. The St. James’s Place Privacy Policy can be found https://www.sjp.co.uk/site-services/privacy
Table Of Contents
You can download full details of our privacy policy at the link below.
This notice was last updated on 20/11/18
AMG is a successful wealth management firm 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. READ MORE
AMG Wealth Management Ltd
120 Park Farm Drive
Allestree
Derby
Derbyshire
DE22 2QP
Tel: 01332 551155
Email: [email protected]
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. AMG Wealth Management Ltd. is registered in England and Wales, Number 07242453. Registered Office : AMG Wealth Management Ltd, 120 Park Farm Drive, Allestree, Derby, Derbyshire, DE22 2QP
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