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.

St. James’s Place has Income portfolios that help with income in retirement and also income for trusts. Income can be paid monthly, Quarterly and Annually.

The Investment Structures where the portfolios can be housed are:

• Investment Bonds

• ISAs

• Offshore Investment Bonds

• Trustee Investment Bonds

• Unit Trusts

• Junior ISAs


*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.