Real life stories

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 compensation settlements, 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.

The Jones Family

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. The ... The Jones Family

Kirsty

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 ... Kirsty

Surjit and Laura

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 Wealth were introduced to the couple 3 ... Surjit and Laura

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