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Welcome
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AM Financial Strategy
For a financially secure future, you need the most up to date, expert advice to help you plan and manage your investments, minimise tax, grow your savings and improve your pensions.
We are a professional firm of Financial Planners with significant industry experience in Personal and Corporate financial planning. We utilise the latest technology, retain the highest qualified Chartered Financial Planners and have dedicated support staff to deliver our bespoke Wealth Strategies to Individuals, Couples and Businesses. Through our Wealth Strategy system we help clients remove their worries and fears and move them towards achieving their goals and future aspirations.
We have a range of services on offer which can be completely tailored to your individual requirements. Importantly, we are proud to be entirely Independent of any bank, building society or insurer. We do not hide our charges nor charge hourly rates. We do not keep commissions but instead offer a totally transparent range of fees and ways to pay for the advice you receive so you know exactly how much our services will cost. You can be sure that we work efficiently for your benefit and not ours.
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Authorised and Regulated by the Financial Services Authority.
Registered in England and Wales No. 05513176. Registered Office: 228 Weston Road Stoke-on-Trent ST3 6EE
FSA Firm Number: 437003 |
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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
To visit the FSA consumer website - Money Made Clear - please click
here
To verify our status with the FSA, click here and key in our FSA number: 437003
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