Our Expertise
You need to be confident that your settlement award is being handled by someone you can trust implicitly and who has the experience to get you the best possible returns.
We build long term relationships with our clients based on integrity and we have unrivalled experience and expertise in the investment of settlement awards, creating and managing investment portfolios from £20,000 to £4 million.
Managing Director Tony Ashton has more than 26 years experience in the investment industry and has spent the last 15 years specialising in Personal Injury and Clinical Negligence settlements.
Having spent 7 years as Head of Financial Services for a large North West law firm before establishing A&M Wealth Management Ltd in March 2004, Tony understands the settlement process from every angle.
Deciding on the most appropriate way of structuring an award is extremely important and we provide relevant expert witness reports backed up by statistical analysis to help formulate the most appropriate strategy.
Our advice is always clear and concise and we present our findings to the Court, as and when required. Our main role is working with claimants to help them secure their financial future. We don’t offer “one size fits all” portfolios. Our clients are individuals and we recognise that investment strategies must meet individual needs. Our Investment Advisory Management Service enables us to create investment strategies tailored to even the most complex and unique individual requirements.
Tony’s considerable investment experience and expertise is supported by an administration process utilising the latest developments in software technology and headed by Sara Brogan who has 20 years experience in the investment industry.
