FCA verified
8th May 2017

A M Wealth Management Services

Independent Financial Adviser Wheatsheaf House, Montgomery Street, East Kilbride, Glasgow, G74 4JS
Providing a holistic financial planning approach to all, either in their own home or at our conveniently located office.
We can advise you on
    • Buildings and contents
    • Home and leisure
    • Large business
    • Small business
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • ISAs
    • OEICs
    • Unit trusts
    • Commercial mortgages
    • Group pensions
    • Group protection
    • Stakeholder
Meet our advisers
adviser-person
Allan McRoberts
Where to find us
About us

A wealth of experience spanning over 30 years, we offer a bespoke and personal service. A high percentage of our new business is generated from existing clients,highlighting one of our main strengths; an optimum service.

Locally based we offer prompt appointments and have access to wider geographical flexiblity spread of support.

We are uniquely placed in terms of today's modern technology allowing each client the option to access their own website enabling real time valuations.

Our passion is to ensure swift financial and practical advice/solutions in both business and personal life....

Our services

A M Wealth Management Services, provides a first class comprehensive financial planning approach to suit the needs of each client, ensuring a customer focused approach is delivered at all time, our well balanced portfolio boasts a number of long term satisfied clients.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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