AMG Wealth Solutions LLP

Independent 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

14th October 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

Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Matt Pathmanathan

Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

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

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.

G60 - Pensions (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

K10 - Retirement Options (CII)

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

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.

Diploma In Financial Planning (CII)

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

R08 - Pensions Update Programme

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

FP1 - Financial services and their regulation (CII)

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

FP2 - Protection, savings and investment products (CII)

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

FP3 - Identifying and satisfying client needs (CII)

This exam accesses understanding of identifying and satisfying client needs.

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.

Gary Picton

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

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.

Diploma In Financial Planning (CII)

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

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

Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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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