TRUSTED FINANCIAL ADVISERs in derby

about amg wealth

PROVIDING A HIGHLY PERSONAL AND PROFESSIONAL financial planning SERVICE TO OUR VALUED CLIENTS

protecting your wealth for future generations

AMG is a chartered financial planning practice that delivers high calibre intergenerational financial planning advice. We take the time to develop a close working relationship with our clients to provide investment planning based on your personal priorities, such as keeping a good standard of living in retirement or protecting wealth for future generations. Wealth management requires a much broader involvement with clients than just the provision of investment planning advice. Our clients benefit from peace of mind, knowing that their next generation has a properly structured wealth management programme in place to protect their future needs.

Happy couple laughing, wealth management clients in Derby

what we do

Our clients tell us their story and by listening to you we can understand your motivations, values and vision for the future. We work closely with you to establish where you are today and where you would like to be moving forward.

We develop a tailored written plan that is personal to you, and help you protect your assets for future generations. We are specialists in ensuring that your wealth, values and wisdoms will transition seamlessly over to the next generation involving you all along the journey.

our mission

As we continue to grow, our mission remains steadfast: to help individuals and their families to achieve their serious, long-term financial goals while understanding their needs and what they cherish the most.

our wealth management practice in derby

Based in Allestree, Derby, many of our clients are local people who like the fact we have designed our services to help the individual investor.

Clients enjoy visiting our offices as we have many tools here that can be used to enhance their investment experience. We are confident that our clients leave our offices with peace of mind knowing fully what they have invested in.

We also work with several specialist partners who can advise on matters such as non-resident investments, overseas pension schemes, share portfolio management, and some aspects of management buy outs/buy ins*.

*This may involve services which are separate and distinct to those offered by St. James's Place.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

Father and child smiling

Our team are here to provide you with professional, personal advice and support and are dedicated to achieving excellent levels of client care.

meet our team

Gary Hans

Chartered Financial Planner

Phil Basterfield

Chartered Financial Planner

Kevin Lock

Financial Adviser

Clare Davison

Operations Manager

Kelly Westwood

Head of Marketing

Monika Hans

Accounts & HR

Rebecca Tunnicliff

Paraplanner

Ann Basi

Paraplanning Support

Navjot Kaur

Client Liaison

contact AMG Wealth

talk to one of our financial advisers in derby

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.
AMG Wealth Management Ltd, together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For more information about how we use your personal data, please see our privacy policy or the St. James's Place privacy policy. *Required.
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AMG WEALTH insights & news

read our latest news

Local Easter Egg Charity Collection
Local Easter Egg Charity Collection
Our very own Easter bunny Kevin Lock delivering our donation to St. James’s Place Nottingham location ‘Easter Egg Charity Collection’.
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It's a new look and feel for AMG
It's a new look and feel for AMG
We're delighted to launch and share with you our new logo and name 'AMG Wealth'. Don't worry, we are still the same AMG and our clients will still receive the same high quality service as always.
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International Women’s Day
International Women’s Day
Celebrating our amazing team on ‘International Women’s Day’ and every day!
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“Roll Camera!” “Roll Sound!” “Action!”
“Roll Camera!” “Roll Sound!” “Action!”
A heartfelt thank you to our wonderful clients who so kindly gave up their time to attend our ‘Client Testimonial Filming’ day.
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