With over 25 years experience and an investment track record second to none, our team is dedicated to delivering the very best service for you and your clients.
Tony is an investment adviser with more than 20 years experience in the investment of settlement awards. He was previously Head of Investment Services for a Manchester law firm, before establishing A&M Wealth Management Ltd in March 2004. Firmly believing in the importance of providing truly independent financial advice, Tony develops bespoke investment strategies that are tailored to meet individual requirements.
Sara has more than 30 years of experience gained in the financial services sector. Before joining A&M Wealth Management, she worked for several leading financial institutions. Sara offers considerable expertise in investment research, analysis and business development and heads up our in-depth investment reporting processes. Sara’s other key responsibilities include: investment research and technical support, as well as liaising with private clients, professional connections, investment houses and fund managers.
Jane has worked in the financial services sector for 30 years. Starting out in banking, then moving to a national insurance company, she gained valuable industry experience before working for some of the region’s top performing independent financial advice companies. Jane offers a wealth of experience in dealing with clients, professional connections and insurance providers. Her primary role is to ensure that A&M Wealth Management continues to provide an outstanding service to its clients.