Your life’s financial journey carefully guided
Forward thinking independent financial advice starts here
At AMFA Limited we provide independent financial advice and wealth management services to ensure our customers achieve the best possible future outcomes.
With trust, expertise and utmost integrity, our team of independent financial advisers take the time to understand your needs and aspirations, and deliver precise, personalised and fully transparent solutions. Whatever the challenges, personal or economic, we will regularly review and adjust your Financial Plan to ensure you are always on track.
Our reputation and results speak for themselves, and we welcome the opportunity to help you.
Call us on 02380 420 606 or contact us to arrange a no-obligation consultation.
SOME FIGURES THAT WE’RE PROUD OF
3 offices
located across Hampshire
£400m
assets under management
40+ years
dependable, impartial advice
Effective Wealth Management – a journey through 4 key life-stages
Discover which areas of financial planning and investment should be considered depending on your current life stage and how we can help you achieve your goals.
Find out what stage you are right now….
Our core principles
F.A.M.I.L.Y
At AMFA, we believe our core values define the service we provide to our customers. They define the way we work and set expectations for our customers.
FLEXIBILITY
We understand the unique needs and goals of each family we work with. We offer flexible financial solutions that are tailored to each family's unique circumstances.
ACCESSIBILITY
We value accessibility and communication with our clients. We offer open channels of communication and availability for all our clients.
MULTI-GENERATIONAL
We take a multi-generational approach to financial advice. We understand that financial planning is not just about the present but also about the future of the family. We provide financial advice that considers the long-term needs and goals of the family across multiple generations. We help families build and preserve their financial legacy and empower them to make informed financial decisions that benefit their current and future generations.
INDEPENDENT
We remain independent and impartial when it comes to financial advice. We have no conflicts of interest with any financial product or service provider. Our recommendations are solely based on the client's best interest.
LONG-TERM RELATIONSHIPS
We strive to build long-term relationships with our clients based on trust and transparency. We prioritize understanding our clients' values and goals to provide personalized financial advice that supports their long-term financial stability and growth.
YEARS OF EXPERIENCE
We have years of experience working with families to provide comprehensive financial planning and advice. We offer a wealth of knowledge and expertise to help families navigate their financial goals and challenges.
Welcome to a hard working family business
Asset Management Financial Advisers Ltd offer a forward thinking and innovative approach to financial planning, underpinned by Independent Financial Advice. Find out more about us and how we might help…
ARTICLES AND INSIGHTS
Commercial Property Purchase in Retirement
Purchasing a commercial property with pension reserves is an often-underutilised strategy.Read more
2024 Autumn Budget – Key Considerations
We have collated our key considerations following the October 2024 budget announcement.Read more
Labour Budget – October 2024
Here we give our key summary, following the first budget by a Labour government since 2010.Read more
Independent, transparent and knowledgeable without the hard selling
AMFA Customer
