Asset Management Independent Financial Advisers Ltd

At AMFA Limited, we believe that financial planning is a journey, not a destination. That's why we've been providing forward-thinking financial advice and wealth management services to our clients for over 40 years. Our team of experienced financial advisors takes the time to understand your unique needs and aspirations, and delivers personalized and transparent solutions that help you achieve your goals.

Our Services

Our expertise spans a wide range of financial planning areas, including:

• Financial Planning: We'll help you identify your goals and create a customized plan to achieve them.
• Retirement Planning: We'll work with you to create a plan that ensures a secure and comfortable retirement.
• Investment Planning: We'll help you grow your wealth and achieve your long-term financial goals through a diversified investment portfolio.
• Financial Protection: We'll help you protect your loved ones and ensure that they're financially secure in the event of unexpected events.
• Mortgage Advice: We'll help you secure the best possible mortgage deal and make the most of your hard-earned money.
• Business Life Stages: We'll help you navigate the various stages of your business life cycle, from start-up to growth and succession.

What Sets Us Apart

At AMFA, we're committed to providing exceptional service and expertise to our clients. Here are some of the key factors that set us apart:

• Flexibility: We understand that every client is unique, and we offer customized financial solutions that cater to your individual needs.
• Accessibility: We're committed to keeping you informed and empowered throughout the financial planning process. We're available to answer your questions and provide guidance whenever you need it.
• Multi-Generational Approach: We take a long-term view of your financial goals, considering not just your current needs but also the needs of your family across multiple generations.
• Independence: We remain fully independent and impartial, free from conflicts of interest with any financial product or service provider. Our recommendations are solely based on your best interests.
• Long-Term Relationships: We're committed to building long-term relationships with our clients, based on trust, transparency, and open communication.

Our History

Founded over 40 years ago, AMFA has remained committed to providing exceptional financial planning and advice to our clients. Our team of experienced financial advisors has a deep understanding of the financial markets and a proven track record of delivering results.

Meet the Team

At AMFA, we're proud of our experienced and dedicated team of financial advisors. You can get to know us better by visiting our team page.

Our Values

At AMFA, we believe that financial planning is about more than just numbers and spreadsheets. It's about understanding your goals and aspirations, and helping you achieve them. Here are the values that guide us:

• F: Flexibility - We understand that every client is unique, and we offer customized financial solutions that cater to your individual needs.
• A: Accessibility - We're committed to keeping you informed and empowered throughout the financial planning process. We're available to answer your questions and provide guidance whenever you need it.
• M: Multi-Generational - We take a long-term view of your financial goals, considering not just your current needs but also the needs of your family across multiple generations.
• I: Independent - We remain fully independent and impartial, free from conflicts of interest with any financial product or service provider. Our recommendations are solely based on your best interests.
• L: Long-Term - We're committed to building long-term relationships with our clients, based on trust, transparency, and open communication.
• Y: Years of Experience - We've been providing financial planning and advice to our clients for over 40 years. Our team has a deep understanding of the financial markets and a proven track record of delivering results.

Get in Touch

We'd love to hear from you and explore how we can help you achieve your financial goals. Contact us to schedule a consultation or learn more about our services.