AMG Wealth (CHARTERED FIRM)

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.

I’ve known Gary personally for many years and have been working with AMG Wealth for the past decade. I highly recommend them to anyone seeking sound, long-term financial advice that’s genuinely personalised and aligned with your goals. Gary is someone you can truly trust. He helps you navigate the complex world of financial planning with clarity and confidence, providing comfort and security as you plan for retirement and your future.

AMG Wealth were recommended to us by Family and friends and we are so glad we went to have discussions with Phil regarding our upcoming retirements and how best to invest our pension savings. Phil is very approachable, patient and listens really well to take on board what we want for our futures. He understands, takes everything into account and gives great investment advice in a manner that we can understand. Phil has now advised us on creating Trusts to safeguard our investments if the time comes that we require long term care and a protected legacy to pass down to our children. He has taken the trouble to meet with our adult children at our request to explain our future wishes with them. We would highly recommend AMG wealth management as a company to look after all your financial needs.