amg wealth testimonials

My wife and I were both considering early retirement within a 2 year time frame. We knew that pensions were a complex issue with numerous options. As I would be on a final salary scheme we concluded that we needed specialist financial advice.

My employer pointed us in the direction of three IFA's but quite honestly none of them really impressed us. We felt the process to be rushed and impersonal; they just seemed to want our money. Trust is very important to me and I don't take people on face value.

Then we were recommended to meet with Gary and quite honestly his approach stood out a mile. Gary really wanted to get to know us and what we wanted. He invested an inordinate amount of time, over several meetings, to understand what our priorities were. He wasn't at all pushy, unlike the other people we had seen. It was initially a risk for him as there was no guarantee that he would gain us as clients.

I was particularly interested in the aspects of Legacy Planning and Gary explained the options available to us, particularly with regard to minimising tax. There's a lot of detail to absorb but Gary presented it in a very professional manner that made it easy for us to understand.

Our conclusion was that Gary's service at AMG is a 'ball park' better than the others and we have no hesitation in recommending him.

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.

I am happy to say that our family has worked with Gary for over 11 years. Initially, we discussed financial planning and ISA's 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.

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.

Gary Hans was recommended to me by our accountant as we were looking to adjust some of our investments. We particularly wanted to discuss inheritance tax issues and wealth planning for our family.

We previously had involvement with another company but our personal manager had left. It's fair to say that we were cautious about just talking to anyone about personal information; it was very much a family project so we adopted a 'slowly-slowly' approach. We wanted to explore the concept of Legacy Planning and we were interested in the options available to us.

Our first impression of Gary is that he was very sociable and easy going. He explained the options very well and even used a board to visually show how some of the procedures work. His approach is very clear and thorough; he doesn't rush the process and wanted to make sure that we received exactly the right advice for our family circumstances.

Having made the decision to appoint Gary, we are now evaluating other aspects of Legacy Planning for the future.

We are happy to be working with Gary and AMG and would recommend him to others without doubt.

I have been really impressed with AMG from the moment I called them to book an appointment. They have delivered when they said they would and always kept me well informed. Taking a big commitment requires a lot of trust and they have always been open, honest and transparent with us. This has helped greatly when discussing our future retirement planning. I have valued the time Phil has spent with us to really understand our aims and objectives. As a result of the service and advice I have received I would not have any hesitations to recommend AMG Wealth Management.

I had taken the time to evaluate the options and I pretty much knew what I wanted for my retirement investments. I was keen to consolidate the retirement position for both myself, my wife and our two children. Legacy Planning appeared to be the way forward as the principle means you could leave as much as possible with the least tax liability.

I had actually talked to a number of different advisors before I met with Gary. He wants the best for you and yours. I like the way he presents; he is a good businessman but he also has the personal touch and took the time to understand what we wanted.

It's early days in our relationship but the signs are good and we are pleased so far. We know that Gary represents St. James's Place but it's Gary we bought into. We would definitely recommend him to others.

Phil took the time to ensure that our family would be financially secure in the event of death. He dealt with some complexities and conducted his research I feel greater comfort knowing that this is one less thing to worry about!

We have known and dealt with Gary for 13 years. Throughout that time we have always found him to be open, honest and helpful. He is knowledgeable and always ready to provide advice. We would be happy to recommend him to anyone.

I have been thankful of having Phil available to us as a family, advising us on the best solutions to the problems we had. He quickly understood us as a family and the things that mattered the most, positioning these at the heart of our planning. Through the cash modelling system he uses, I am now looking forward to our retirement knowing that we will be OK and the next generation will also be looked after safely.

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