A M R Financial Management Limited

Independent Financial Adviser Chiltern House, 433 Luton Road, Harpenden, Herts, AL5 3QE
FCA verified
12th November 2018
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group life insurance
    • Group pensions
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Jonathan Bailey BSc (Hons)
Director
adviser-person
Gordon Hall DipPFS
adviser-person
Cliff Lewis DipPFS
Director
Where to find us

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

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.

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

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