Intergenerational wealth management

Financial planning for every stage of family life

Expect more from us

We go above and beyond to support you

Investing for the future. Protecting your estate. Planning for retirement. Our expertise covers all aspects of intergenerational wealth management. The advice we provide is of the highest calibre - and every recommendation we make is tailored to suit you and your family.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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See what our clients say about us

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I have really appreciated and value the advice Phil has given to me and my family to ensure that we prepare for retirement safely. He has taken the time to understand our family and what is important to us providing simple explanations to breakdown some of the complexities involved.

We like the fact that Phil and AMG are close to us and are on hand whenever we need advice or guidance. We have used AMG as they have always done what they have said they would do and more. Having the regular reviews is of great benefit to keep us up to speed of our investments and the wider economic environment.

I am happy to say that our family has worked with Gary for over 11 years. Initially, we discussed financial planning and ISAs and that's where we first hit it off. Gary is very easy to work with and explains the options very well. Would I recommend Gary? Absolutely! In fact, we have recommended Gary and AMG to many others already.

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    To arrange a meeting with one of our advisers, call us on 01332 551155 or send us your contact details and we'll get back to you.

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