Expert Advice for Personal Investors
Advice you can count on, from a team you can trust.
Insight, expertise, strategy, knowledge…
Place your trust in A&M Wealth Management and you will benefit from an investment service that is underpinned by all of these things.
Calling on our many years of expertise, our objective is simple: to demystify the investment process and create expertly managed solutions that both nurture and safeguard your wealth.
Having developed an investment strategy that is tailored to your needs, we will never lose sight of your long-term financial goals. Regularly checking to ensure your portfolio is performing as expected, we will also remain ready to act, should your objectives change.
Perhaps most important of all, we’ll provide you with regular reviews and updates – all to enable you to make well-considered decisions, should we ever feel that a change of strategy is required.
Sound advice, for even the wisest of investors.
Few would dispute that the world of investment can seem both complex and daunting.
The vast majority of our work comes from referrals - testament to the faith that families, individuals and law firms place in us.
The trusted partner of the recipients of substantial awards as well as high net worth individuals, our service is both informed and comprehensive.
Our services for personal investors are extensive
Tailored to individual circumstances and requirements, we combine outstanding financial expertise with handpicked best-of-market investments.
- Individual investment solutions
- Matrimonial settlements
- Investing financial awards
- Retirement and inheritance planning
- Portfolio monitoring and management
- Regular face-to-face portfolio reviews for complete peace-of-mind
No-matter your age or circumstances, knowing that you have planned properly for the future brings considerable peace-of-mind
Our strategies will help provide secure financial futures for your beneficiaries – and protect your estate from often-considerable inheritance tax liabilities.
- Tax-efficient solutions to protect inheritances
- Sensitivity and discretion in investment planning
- Maximum returns on investments
- Peace-of-mind and security going forward
Exceptionally caring yet highly practical, our service has been designed to minimise the anxiety and financial uncertainty that can often accompany divorce.
Understanding just how stressful and upsetting divorce can be, we offer carefully considered investment planning and know how to put strategies in place to ensure long-term financial peace-of-mind.
- Guidance on reaching fair settlements
- Advice on creating solid foundations for the future
- Investment strategies to successfully manage settlements
- On-going advice and guidance