OUR wealth management TEAM MEMBERS in derby

meet our AMG wealth team

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.

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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.

© 2024 AMG Wealth Management Limited, all rights reserved. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. AMG Wealth Management Ltd. is registered in England and Wales, Number 13430983. Registered Office: AMG Wealth Management Ltd, 120 Park Farm Drive, Allestree, Derby, Derbyshire, DE22 2QP

SJP Approved 7/11/2024