About us
Our business comprises of 9 highly qualified advisers providing wealth management, insurance and mortgage advice to over 2,500 active clients. We also have advisers qualified in Specialist areas including Occupational Pension Transfers, Long-Term Care and Equity Release. As you would expect from a professional firm of Independent Financial Advisers, we are regulated by the Financial Conduct Authority (FCA).
WE ARE BASED IN HAMPSHIRE AND FOR OVER 40 YEARS OUR NUMBER ONE PRIORITY HAS BEEN, AND CONTINUES TO BE, TO ENSURE THAT OUR CLIENTS ARE IN THE BEST POSSIBLE FINANCIAL POSITION TO SECURE THEIR LONG TERM FUTURE.
Matt Wood
Head of Operations, AMFA
The right financial solutions for you
At AMFA we ask the right questions, look into your future, give straightforward advice and find the right financial solutions for you.
Our highly skilled team uses the latest technology, enabling us to meet your financial needs and objectives in the most cost-effective manner. Should your aim be to create an investment or pension portfolio, protect your family or business or arrange a mortgage, we have the expertise to provide the right solution.
- Explaining clearly the areas in which we advise and the services we offer
- Acting in your best interests at all times with the utmost integrity
- Discussing and agreeing fees and payment options in advance of taking your instructions and undertaking work on your behalf
- Communicating with you in a timely manner and in a clear and jargon-free way
Serving private and corporate customers with the right financial solutions
Private Wealth Management
I’ve used Asset Management for about 10 years. I’ve always found them very professional and I would have no hesitation recommending them to anyone requiring a mortgage or any other financial services.
W Williams
AMFA Private Client
ASK FOR A NO-OBLIGATION CONSULTATION
Call 02380 420 606 for a quick chat or contact us and we can arrange a no-obligation consultation. Whatever life-stage you are at right now, we’d love to help
Based in Hampshire with offices in Southampton, Winchester and Bishops Waltham, AMFA serve customers not only across the South, but up and down the UK too. For 40 years our number one priority has been, and continues to be, to ensure that our clients are in the best possible financial position to secure their long term future.