Real-Life Wealth Management Success Stories in Derby
case studies
how we make a difference
We’ve been helping people navigate their financial journeys since 2010. From legacy and tax planning to investments and investing a compensation settlement, we help our clients make the most of their wealth. We take pride in improving lives and achieving financial freedom, here are some of our client's real-life stories.
Preparing the next generation to deal with complex investment issues
The Jones family own several Care homes in the south of England. They are very keen to ensure that their young adult children will have the financial skills and a team behind them that will help them to grow the business.
client receiving large divorce settlement
Kirsty is in her 40s, has 2 children and has recently been awarded over £2m cash and £2m property in a divorce settlement. Kirsty had relied mainly on her ex-spouse and confided in us that she was not confident with money and
Advising an entrepreneur on investments and structuring following a business sale
Surjit and Laura are in their late 50s, and they have 4 children. They have recently sold their dental practice to a group and have received net proceeds of £10.2 million from the sale. AMG were introduced to the couple 3 years
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.
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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