A & M Wealth Management – Summer Newsletter 2014

A & M Wealth Management – Summer Newsletter 2014

A&M Wealth Management Ltd – Celebrating 10 Years

Reflecting on our first ten years in business (supported by our 30-plus years of combined investment and legal expertise), we’re proud to say both our business and reputation have grown steadily. Providing pre- and post-settlement advice and investment strategies to law firms and their clients, we currently have £60 million under advisory management.

We are most proud, however, of the fact that we have never received a complaint of any kind or lost a single client. We believe that the provision of ongoing support and guidance is just as important as giving initial advice, and that maintaining existing client relationships is at as important as fostering new ones. Such genuine customer service is rare in business nowadays, yet we believe that it is a key reason for our outstanding reputation among the legal profession.

So, why do our clients stay loyal? And why should law firms refer their customers to us?

In short, we provide totally bespoke investment advice. We do not outsource to third parties. Nor do we ever adopt a one-size-fits-all approach. We are truly independent, without links or ties to any financial institutions. This means our investment recommendations are provided purely on merit.

Ensuring the best possible outcomes

Over the past 10 years, we have continually developed our research and investment management systems, to ensure the best outcomes for our clients. Immune to market trends and fads, our investment philosophy and principles have remained unchanged since our inception. Building further on the advice of Mr Churchill, we continually monitor results.

As mentioned previously, our investment advice and support services are ongoing and not just the preserve of new clients. At A&M, all clients benefit from our comprehensive review and monitoring services. Regular investment review meetings and communications ensure portfolios remain appropriate to meet changing circumstances, while asset rebalancing, performance monitoring and tax planning all form an important part of the investment review process.

We are truly independent, without links or ties to any financial institutions. This means our investment recommendations are provided purely on merit.

Honest and straightforward

Of course, our clients also appreciate our honest and straightforward approach. In fact, our clear, concise investment advice has enhanced all of our client relationships. As well as being the specialists that many lawyers trust with larger financial settlements, we have also gained a reputation for providing comprehensive litigation support, often working to exceptionally tight deadlines.

Our pledge for the future

If you are already an A&M Wealth Management client, we would like to thank you for your ongoing support and pledge to continue to exceed your expectations. In the future we will continue to maintain our high standards, for the benefit of our clients, investors and professional connections and if you would like to learn more, please get in touch.


Show your support for Neurosupport

Far too many people in the UK suffer from neurological conditions which have a major impact on their lives. At A&M we remain committed to doing all we can to support those with such disorders. To do this, we work closely with Neurosupport – a charity dedicated to providing practical and emotional support to people with neurological conditions, as well as their families, carers and friends.

We are, therefore, incredibly proud to introduce Nanette Mellor – Neurosupport’s new Chief Executive Officer. Nanette offers more than 20 years’ experience spanning the public, private and voluntary sectors. She joins Neurosupport from the Royal Mencap Society, where she was the ‘grassroots’ campaign manager.

Nanette says: “Neurosupport is there to support families for the long haul and provides constant help, including counselling, education, legal and welfare advice, employment support, and rehabilitation. The services we provide are vital. Yet we could not survive without the support and generosity of those who share and believe in our cause”.

To find out more about the important work of Neurosupport and how your client’s can benefit – please contact Nanette on 0151 298 2999 or visit: www.neurosupport.org.uk