The badge says it all

Chartered status

Chartered Financial Planners

Proudly putting you first

We were delighted to be awarded Chartered Financial Planner status from the Chartered Insurance Institute (CII) in 2019.

The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. We are proud to be one of them.

Why choose a Chartered Financial Planner?

Quite simply, it’s about dealing with a professional. Chartered status is awarded to those who display eminence in their field, primarily for commitment to developing and maintaining integrity, professionalism and knowledge.

It signifies adherence to a challenging ethical code of practice and means we must maintain standards of excellence.

Contact us

Let’s talk about financial planning

    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.