AMG Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management
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AMG Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management-
Kelly Westwood BA (Hons) Head of Marketing at AMG Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management
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Derby, England, United Kingdom
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Rising Star
Clare Davison Operations Manager at AMG Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management-
Top 10%
Kevin Lock Financial Planner at AMG Wealth Management Limited-
Derby, England, United Kingdom
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Rising Star
Phil Basterfield BSc FPFS, Fellow of the PFS Director at AMG Wealth Management | Chartered Financial Planner, SOLLA | Pension Specialist | Wealth Management | Intergenerational Wealth-
Rising Star
Rebecca Tunnicliff BSc(Hons) DipFPS Paraplanner @ AMG Wealth Management-
Derby, England, United Kingdom
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Rising Star
Overview
At AMG Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management, we believe clients should focus on sustainable, high quality investment planning over the longer term. Building an effective portfolio can be a complex task and outside the world of wealth management, advice is seldom given about the intricate mechanisms and legal structures required. We take the time to fully understand our clients’ priorities and then we work tirelessly to enhance and protect their wealth to secure it for the next generation. AMG Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 06/06/2023
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