AMIA Wealth Management
Meetings by phone or MS Teams currently, but usually in person.
No charge, no obligation first meeting.
Advice specifically designed to suit each person's circumstances.
I work through 2plan wealth management - a top rated UK wide financial advisory firm.
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Investment Advice
Bespoke portfolios built around what you want to be included or not.
Ethical investments.
High Growth investments.
Cautious portfolios
Annual reviews to make sure the investments are performing and still relevant to your circumstances.
Retirement Planning Advice
Advice around contributions - how much and how to invest them, in what pension.
Strategies for withdrawing money from pensions.
Insurance Advice
Protecting your loved ones from the financial implications of death or illness.
