AMG Wealth (CHARTERED FIRM)

My wife and I have known Gary, Phil and all at AMG for over 25 years. They have always provided excellent guidance and advice for our family in some of the toughest times we have faced. They have been an ever present throughout our wealth and financial planning journey ensuring we maintain our affairs in a tax efficient manner keeping our objectives as a priority. Their approach to legacy and inter-generational wealth was a key reason we used their services. Over the years we have been grateful of the continuity of advice and feel they have become more family friends because of the strong relationships that have been built.

Choosing whose hands to trust with our pension funds was a monumental decision which we approached with extreme apprehension. Gary at AMG Wealth diligently guided us into, and continues to guide us through, our retirement with expert advice having regard to our financial needs and goals.

AMG Wealth were recommended to me by a work colleague. They have given me sound, personalised, advise over the five years I have been with the company. I would highly recommend them.

We have been with AMG Wealth for over 10 years now and have been very happy with our investments. Our recent review appointment with Phil was (as always ) informative , friendly and easy to understand. Thankyou Phil.

The team at AMG are fabulous. Every visit I make they are all wanting to make you a drink and make you feel welcome. I think I’m on my 4th year now of trusting them with my future. I went in on my initial consultation with Phil knowing I wanted to be safe when I retire and since then it’s evolved into ensuring my little girl will be ok. They explain everything as many times as you need. Even a quick visit takes longer than you think as the team always want to catch up with you and do remember everything you say. We recommended them to everyone at our care home who comes in to stay with us just to have a check up and see if they can do anything to help the residents “money worries”.

AMG wealth were recommended to us for financial and estate planning & guidance. An appointment with Phil Basterfield and Jayden Wilkes was made. They expertly explained all of our concerns and now we are confident that our estate is now in order. We fully recommend AMG Wealth for the outstanding advice and for our peace of mind.

I’ve been working with AMG, and Gary specifically, for around 5 years now. Gary was as keen to assess me and my needs (and my family’s) as I was to assess what he could do for me. Before transferring my work place pension to AMG/ St James, Gary wanted to make sure I had the right savings attitude. I could feel this was not a ‘fly by night’ organisation wanting to grab my cash, but one who was in it for the long haul. Together we have developed a long term relationship and a long term financial plan. I’d have no hesitation to recommend AMG to anyone seeking a long lasting financial relationship.