What We Do

Cash Flow Planning
Investment Services
Non-Pension Investing
Estate Planning
Pension Planning

AME GLOBAL

AME GLOBAL allows you to view your financial information in one place, at a convenient time for you.  The portal collates information to display your investments, asset allocations and net worth, as well as non-capital advised assets. It combines data from various providers to present a cohesive view of your finances.

Who We Help

Accountants

We can help bear the burden by navigating your financial planning uncertainties and help ensure that you benefit from any planning opportunities that your circumstances as a business owner or executive affords.

Lawyers

Working with many law firm clients means we have a deep understanding of the intricacies of the legal profession and the financial considerations that go with it. Our seamless combination of financial planning and investment management expertise will provide you with a holistic service to help meet your financial goals.

Charities & Trusts

Our dedicated charities team is committed to the development of our needs-led proposition for charity clients. Built around trust and transparency, our approach is honest, friendly and professional.

Private Medical Professionals

Senior independent medical professionals trust us to help achieve their financial objectives, leaving them free to focus on their patients and enjoy their free time.

Business Owners and Fintech Executives

We can help bear the burden by navigating your financial planning uncertainties and help ensure that you benefit from any planning opportunities that your circumstances as a business owner or executive affords.

Barristers

We serve Juniors, QCs and Judges. Our expert team will work to help ensure financial peace of mind, leaving clients free to focus on their extensive work demands.

Private Equity & Venture Capital

Working in partnership with private equity and venture capital professionals to help them achieve their financial goals. We provide a holistic financial view, a human approach to managing risk and effective performance reporting.