Your Financial Future is in Safe Hands
If experience tells us anything, it’s that peace-of-mind is just as important as good returns for the majority of investors. And at A&M Wealth Management we always aim to provide complete peace-of-mind. Our on-going investment advisory management service ensures we continue to monitor portfolios, are able to react to changing market conditions, and manage both risk and reward. Communicating this to clients is of paramount importance.
Our Shared Knowledge is for the Benefit of Everyone
Our on-going service is tailored to individual needs in much the same way as our investment advice. 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.
Choosing A&M Wealth Management means benefiting from a shared knowledge and expertise of dealing with personal injury, clinical negligence and matrimonial settlements. This considerable asset can reap significant benefits for clients. Similarly you can rest assured we will only ever provide clear, concise, totally unbiased advice, supported by well researched and considered recommendations. We are a proudly jargon-free team.
Our Dedicated Professionals
Tony Ashton, Dip PFS
Tony is an investment adviser with considerable 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 with emphasis on personal injury, clinical negligence and matrimonial settlements.
Client Support Services
Sara has amassed a wealth of experience 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.
Client Support Services
Jane has worked extensively in the financial services sector. 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.