AMG Wealth Solutions LLP

Independent Financial Adviser A M G Wealth Solutions Llp, 7 Heol Y Deri, Cardiff, South Glamorgan, CF14 6HA

First meeting at adviser's own cost

Response rating

7.0/10

15th April 2019

Qualified Pension and Investment specialists helping you and your family understand your finances and supporting you in achieving your goals.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Mortgage protection
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

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Meet our advisers

Gary Picton

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Andrew Price

Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Matt Pathmanathan

Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

FP1 - Financial services and their regulation (CII)

This exam accesses understanding of the financial services and their regulation.

FP3 - Identifying and satisfying client needs (CII)

This exam accesses understanding of identifying and satisfying client needs.

FP2 - Protection, savings and investment products (CII)

This exam accesses understanding of protection, savings and investment products.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Where to find us

A M G Wealth Solutions Llp, 7 Heol Y Deri, Cardiff, South Glamorgan, CF14 6HA

Make an enquiry

About us

If you are looking for help in understanding your pensions and investments then we can support you at AMG Wealth Solutions.
Based in Rhiwbina, Cardiff we have a team of Financial Advisers who are able to guide you in achieving your needs and objectives.
We’ll carry out a detailed analysis of your personal circumstances and then advise you to the right customer outcomes.
We hold special permissions from our regulator the FCA to advise clients who are deferred members of Defined Benefits/Final Salary schemes.
Our independent status means we’re able to impartially assess each and every product on the market, ensuring you’ll get the best possible deal, whatever your requirements.
Furthermore, as independent financial advisers we have the expertise to ensure that you achieve your goals.

Our services

We have considerable experience in helping clients understand their finances and achieving better outcomes for themselves. We hold special permissions from our regulator the FCA to advise clients who are deferred members of Defined Benefits/Final Salary Pension Schemes. We pride ourselves in giving impartial independent advice and a high level of service on an ongoing basis.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Mortgage protection
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£50,000

Minimum mortgage value

£0

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Contact options

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