Amplify Wealth
Investment Advice
The service
Our team offers tailored advice based on each individual’s goals, risk tolerance, desired return targets and personal objectives. We employ a range of strategies all designed to help clients achieve their long term goals
Signs you need this
Investments scattered across old platforms and forgotten accounts.
You are unsure of you existing investment holdings, costs or performance.
Cash sitting idle because investing feels like a leap.
You are inexperienced and seeking a professional to guide you.
While Investing can help your money grow over time, it's important to remember that the value of investments can go down as well as up, and it is not guaranteed. It is important to note that tax treatment will depend on the individual circumstances of each client and may be subject to change in future.
Key areas:
- General Investment Accounts
- Investment consolidation
- Review of existing holdings and costs
- ISA, Pension and other tax wrappers
- High net worth investment solutions
WHAT'S INCLUDED
Inside the service.
1
Risk aligned to the plan
Your portfolio’s risk is set by what your plan needs to achieve — not by a questionnaire score alone.
2
Global diversification
Thousands of holdings across regions and asset classes, so no single company or country decides your future.
3
Low, transparent costs
Costs compound just like returns. We keep them low and show you every line.
4
Tax-efficient wrappers
ISAs, pensions and general investment accounts working as one system, with allowances used in the right order.