AMG Wealth Solutions LLP

Independent Financial Adviser  A M G Wealth Solutions LLP, Rhiwbina, Cardiff, CF14 6HA
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FCA authorised
Last authorised 28th September 2020
Qualified Pension and Investment specialists with over 30 years experience helping you and your family understand your finances and supporting you in achieving your goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Matt Pathmanathan
Financial Planner - Pension & Investment Specialist
Andrew Price
Pension Transfer Specialist
Gary Picton
Independent Financial Adviser
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.
Our main objective is to help you understand your finances and then to work with you to achieve your plans.
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 and experience to ensure that you achieve your goals and use different financial planning methods to achieve that.

Our services

We have considerable experience in helping clients understand their finances and achieving better outcomes for themselves. Our main role is to listen and then guide and help. We pride ourselves in giving impartial independent advice and a high level of service on an ongoing basis with simple to understand guidance.

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
Compliance

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

We have been directly authorised with our regulator the FCA for over 10 years and also use the services of Simply Biz who specialise in providing comprehensive market leading compliance and business support to directly authorised firms. As we believe compliance is an important part of our business and customer confidence we also use a local firm Dragon Compliance for extra support.

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

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