A&M Wealth Management | The home of truly independent investment advice
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A&M Wealth Management the home of truly independent investment advice.

At A&M Wealth Management, we have built our reputation on providing the highest levels of investment advice.

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.

Totally Independent

Totally Independent

Bespoke Service

Bespoke Service

Peace Of Mind

Peace Of Mind

Our approach and independence make all the difference.

Clearly explained investment principles. Comprehensive support. A genuinely unbiased ‘whole of market’ approach.

 

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.

Trust, experience, growth, stability

Individual solutions. In-depth planning. Personal service. Complete peace-of-mind.

 

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.

Committed to building long-term relationships with you and your clients, we promise to:

 

  • Provide clear and decisive solutions – backed up by statistical analysis and supporting documentation.
  • Provide investment services of the highest order – and always have each client’s best interests at heart.

We believe investment advice should be as individual as the client.

Working closely with you and your clients to understand their needs now and for the future.

 

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.

Totally bespoke investment portfolios

We create totally bespoke investment portfolios and engage only the best fund managers – tasking each with the objective of maximising our clients’ returns.

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.

Always providing complete peace-of-mind.

If experience tells us anything at all, it’s that peace-of-mind is just as important as good returns for the majority of investors.

 

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.

Investment advice tailored to individual needs

As with investment advice, our on-going service is tailored to individual needs.

 

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.

Choosing A&M Wealth Management means benefiting from:

 

Proven Expertise
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.

Testimonials