A M R Financial Management Limited

Independent Financial Adviser  Chiltern House, Harpenden rural, Hertfordshire, AL5 3QE
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FCA authorised
Last authorised 23rd March 2020
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group life insurance
Meet our advisers
Cliff Lewis DipPFS
Director
Gordon Hall DipPFS
Jonathan Bailey BSc (Hons)
Director
About us

A M R Financial Management Ltd are not only independent financial advisers but also investment managers. Whilst specialising in investments they provide a whole range of financial and tax planning services for individuals, companies, trustees and charities. These include financial planning for retirement, long term care strategies, inheritance tax mitigation and pension retirement options. AMR can provide pension advice for both individuals and company directors on a tailor made basis.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Chiltern House, 433 Luton Road, Harpenden, Herts, AL5 3QE

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