Personal Investor Testimonials
Recipient of matrimonial settlement
“Tony from A&M Wealth Management has looked after my investments for many years. He’s approachable, knowledgeable, reliable and totally trustworthy. When I received my divorce settlement, he went to great lengths to ensure I’d have a regular income for life.
Never more than a phone call away, Tony explains everything in terms I understand. He will never, ever, make assumptions about your financial needs or talk down to you.
Every year we have a face-to-face meeting. But should I have any requirements in-between, or he feels that my investments need to change, he’s on-hand to sort things out immediately.
I receive first-class service from A&M Wealth Management – and I’m sure you will too.”
Recipient of clinical negligence award
“By nature I’m a cautious investor. Additionally, when I received a financial award following the untimely death of my husband, I didn’t feel it was my money.
Patient, caring and very approachable, Tony from A&M Wealth Management explained the whole investment process to me and put me at ease. He also helped me to accept that the money I’d received was to help me get on with my life.
By creating an investment portfolio that not only provides me with a monthly income, but also gives me future financial peace-of-mind, A&M have enabled me to retire early as well as assist my step children and elderly parents.
Tony is the sort of person you feel you can talk to. He has been there for me since our very first meeting and is never more than a phone call away.”
Recipient of personal injury award
“When I received compensation following a serious head injury, my solicitor put me in touch with A&M Wealth Management. That was eleven years ago and, as they say, the rest is history.
Working with my best interests at heart, A&M fully understand my financial needs and are always there for advice and guidance on day-to-day money matters as well as whenever I wish to access my funds.
A&M have taken superb care of me and my personal injury award and – working with my accountant – look after all the details.
I couldn’t be happier with the advice I’ve received from A&M over the years and wouldn’t think twice about recommending them. I trust them implicitly.”
“For the past 4 years I have received excellent service and advice and I have no hesitation in highly recommending A&M Wealth Management.”
“For the past 7 years I have always been dealt with in a professional and friendly manner. Any questions raised are dealt with in a helpful way, giving me sound advice with my investments. I am extremely happy and confident with the service that I receive from A&M Wealth Management."
"I’ve been with A&M for ten years and have always found them to be very approachable. They take the time to explain everything in great detail and the performance of my portfolio has always been very good. They seem to know the markets very well and are very pro-active in making changes."