Investment Planning

With the right advice, investments can offer opportunities to grow your wealth and protect it against inflation in a tax efficient manner. But, with a diverse range of solutions, how can you be sure that you are making the right decisions?

At AMG Wealth Management we provide access to the distinctive Investment Management Approach from St. James’s Place. Portfolios are fully risk adjusted and benchmarked. St. James’s Place has Portfolios for growth for investors and trusts* at most risk levels.

We recognise that everyone will have different circumstances and thus reasons for investing. Some want to build a growth investment pot to plan for children’s university funding. Others seek for income investments that will supplement an existing source of income. Our financial advice is bespoke to each client where we invite you for a no obligation discovery meeting and ask you the right questions, which will ultimately enable us to create the right investment plan suitable for you.

We implement your investment recommendations through the following Investment Structures available to our clients:

  • Individual Savings Account (ISA)
  • Unit Trust
  • Investment Bond
  • Offshore Investment Bond
  • Trustee Investment Bond
  • Pension plans, including SIPP
  • Enterprise Investment Scheme (EIS)
  • Venture Capital Trust (VCT)

Additionally, we are also able to provide discretionary fund management services through Rowan Dartington. This could be suitable for private clients who have specific equity investment requirements as well as corporate clients that require a more restrictive investment mandate.

*Trusts are not regulated by the Financial Conduct Authority

To learn more about the St. James’s Place approach to investment management click here.

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.

Please note that EISs and VCTs are suitable only for experienced, sophisticated or high net worth investors who accept that they may get back significantly less than the original investment. These represent a much higher risk than investing in larger well established listed companies listed on the FTSE All Share Index and are inherently more illiquid. The legislation surrounding EISs and VCTs and as a result their tax treatment, are subject to individual circumstances, may change in the future and could apply retrospectively.