Whether you are a lawyer representing the recipient of a personal injury, clinical negligence or matrimonial settlement, or the beneficiary of a settlement award, our dedicated team of investment experts will provide a proven and tailored solution for you.
At A&M Wealth Management, we are proudly independent. Working to the philosophy of ‘providing the very best financial advice possible’, we are completely free from ties with any financial institution.
This means we work exclusively in your best interests.
Managing portfolios ranging from £250,000 to in excess of £5 million+, we deliver bespoke financial advice supported by a comprehensive service that is second-to-none.
Recognising that the needs of clients are rarely the same, we offer a wholly independent service. A service built on mutual trust, total transparency, over 25 years of proven expertise and a genuine desire to achieve the very best financial outcomes.
By fully understanding each client’s financial requirements, we provide truly personalised investment planning and management for ongoing peace-of-mind.
We are able to use our considerable expertise and access to all the industry’s leading fund managers to design investment strategies that are tailor-made for each individual’s requirements.
Believing that no single company offers outright expertise in each investment category, we select from the best to achieve optimal results.
Devising investment strategies that are tailored to individual circumstances, we help our clients to avoid the unexpected.
We provide the assurance of knowing that settlement awards will be invested wisely through our well-proven three-step approach.
Our on-going investment advisory management service ensures that we continue to monitor portfolios, are able to react to changing market conditions and manage both risk and reward. Communicating this to client’s is an important part of the process.
That’s why, as well as continually monitoring the performance of the portfolios in our care, we regularly meet with and report to investors or their representatives to review their requirements.
Providing financial care that’s designed to last a lifetime, we are never more than a phone call away.
Our financial expertise is considerable. Our Managing Director, Tony Ashton, for example, has been in the investment industry for more than 25 years and has spent the past 20 years specialising in personal injury, clinical negligence and matrimonial settlements.
Understanding investment from every angle
Our knowledge and expertise of dealing with personal injury, clinical negligence and matrimonial settlements is considerable and can reap significant benefits for clients.
A jargon-free approach
Rest assured, we will only ever provide clear, concise, totally unbiased advice, supported by well researched and considered recommendations.
“When I received compensation following a serious head injury, my solicitor put me in touch with A&M Wealth Management. That was eleven years ago and, as they say, the rest is history. Working with my best interests at heart, A&M fully understand my financial needs and are always there for advice and guidance on day-to-day money matters as well as whenever I wish to access my funds. A&M have taken superb care of me and my personal injury award and – working with my accountant – look after all the details. I couldn’t be happier with the advice I’ve received from A&M over the years and wouldn’t think twice about recommending them. I trust them implicitly.”
"I am consistently impressed with the performance of the investments made by A&M Wealth Management. The service provided by Tony and his team is second to none."