Private Wealth Management
Planning to support your future ambitions
AMFA’s Private Wealth Management is tailored to be as unique as you are. Our highly accredited advisers understand the complexities of wealth and proactively help you plan, protect and preserve your legacy through every stage of your life. A personalised financial plan is the first step to helping you achieve your financial goals and we are ready to start your journey.
Our wealth management solutions
As a family run business, we understand the need to grow, protect and preserve your wealth for future generations. Our advisers take the time to get to know you and understand your individual needs before we implement an integrated wealth management plan that incorporates investment opportunities, estate planning, protection, tax mitigation and the retirement you deserve.
OUR SERVICES
Financial Planning
Our specialist financial planners work with you to ensure you can achieve your financial goals and enjoy today without worry about the future.
Retirement Planning
We’ll guide you through your options, depending on when you want to retire and what you want to do in retirement, to build a plan that helps you realise your ambitions.
Investment Planning
Our expert investment managers can help you structure your income and expenses to make room for investment capital and ensure you develop a high performance, diversified portfolio.
Financial Protection
Whether it is financial protection to protect your wealth or you are faced with a serious health issue we can help select the appropriate policies to protect your situation.
Mortgage Advice
With access to the entire mortgage market, our independent mortgage advisers are committed to finding the right mortgage that suits your individual requirements.
Why choose AMFA for your Private Wealth Management
Whether you are seeking advice on making your money more tax-efficient, have investable assets that you would like to grow, or are planning for your retirement, AMFA have over 35 years’ experience implementing unrivalled wealth management solutions.
Knowing that your wealth is expertly managed can relieve an enormous amount of pressure, allowing you the confidence to enjoy today without worry about the future. AMFA remain independent and impartial when it comes to financial advice so you can be sure our recommendations are in your best interest.
Get in touch about our Wealth Management services today.
- 40+ years experience
- 2,500 + clients with a high retention rate
- 400m+ assets under management
- Independent and impartial financial advice
- Tailored support to your personal needs
- Family run business with a collaborative approach to advice
- Experienced central investment committee reviewing our investment portfolios
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….
An introduction to the team who can help you
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
Andy McGhee – Season Review
As announced earlier this year, AMFA are proud to be sponsoring GB athlete, Andy McGhee during his season of arduous challenges. With the season having now come to a close, we take a look back and ponder what’s next in store for Andy as he prepares for the season ahead.Read more
AMFA supports Huntington’s Disease Association
Saturday 30 September saw three of the AMFA team take the plunge from 13,000 feet in aid of our chosen charity of the year, Huntington's Disease Association.Read more
AMFA flies for Saints Foundation
On Saturday 23 September, one of our own, Caitlin Wyeth took part in the Big Saints Skydive in support of the Saints Foundation.Read more
The staff are friendly, thorough, diligent and provide a superb service
Paul Fletcher – BBC