Legacy Financial Services

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Legacy Financial Services
https//www.amgwealthmanagement.co.uk/services/leg
acy-planning/
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How we work
Legacy Planning is a process that is designed
to articulate, create and implement a wealth for
life plan for your future generations. One that
is consistent with your values and wishes. Having
created your wealth and protected your financial
assets, the next step is to prepare your
beneficiaries to receive their inheritance and in
doing so, create a lasting legacy. At AMG we
treat our clients like family, taking the time to
discuss the factors that are really important to
our clients, including their knowledge, wisdom,
values and beliefs. Contact us to explore how our
legacy planning process can help you retain your
familys wealth for generations to come.
https//www.amgwealthmanagement.co.uk/services/leg
acy-planning/
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About AMG
AMG is a successful wealth management firm
providing a highly personal and professional
service to our valued clients. We take the time
to develop a close working relationship with our
clients to provide investment planning based on
their personal priorities, such as keeping a good
standard of living in retirement or protecting
their wealth for future generations.
https//www.amgwealthmanagement.co.uk/services/leg
acy-planning/
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Contact us
Address 120 Park Farm Drive Allestree Derby
Derbyshire DE22 2QP Contact Number01332
551155Websitehttps//www.amgwealthmanagement.co.
uk/services/legacy-planning/ B-Mail
info.amg_at_sjpp.co.uk