AMR Financial Management

Financial Advisor in Harpenden, Hertfordshire · More financial advisors in Harpenden AL5 3QE

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About the Business

AMR was established in 1992 as a result of a merger of four smaller firms of financial advisers. Directly authorised and regulated by the Financial Conduct Authority we have two offices - in Harpenden, Hertfordshire and in Newbury, Berkshire. Our Newbury office is also the home of our dedicated investment management team. AMR is small enough to provide a personal service to our clients but large enough to provide quality advice across a wide range of financial planning areas.

This service specialises in discretionary and advisory portfolio management for private individuals, corporate clients, pension funds, trustees and charities. Investment management demands the application of professional ability, knowledge and experience backed by thorough research.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans