Financial Planning & Wealth Management

Total support for you and your family

 

AM360 Financial Planning are a team of financial planners who work to understand your personal ambitions, empowering you to achieve your goals through effective financial planning.

We are able to do this because we are truly independent and are not tied to any product provider or organisation so we can develop your financial plan whilst always have your best interests at heart.

 

Our Services

How we can help you

Pensions

We work with you to establish your personal goals, so that we can help to design a personalised, tax efficient way of contributing to your pension for retirement.
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Investments

Through our conversations we establish your attitude to risk and capacity for loss in order to make personalised recommendations when it comes to investments.
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Protection

We look at a range of insurance products to ensure you have peace of mind that your family are protected should that ‘What If?’ scenario ever arises.
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Business Owners


Do your personal goals align with your Business Plan? For business owners we offer additional support so that your ‘Personal Financial Plan’ has synergy with your business.
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Our Core Values

Helping clients to understand the how, what and why of financial planning

With our support clients can look forward to:

  • Creating or maintaining a lifestyle
  • Building wealth to pass to future generations
  • Planning for the next chapter of their lives
  • Protecting their family’s financial future

What our clients say

I think you go the extra mile to understand the individual needs of clients – very much appreciated.

H Bartlett

The speed at which we obtained the DIP, and then follow it up with a mortgage offer was first class.

K Davenport

Superb service offering great impartial advice, which I have already recommended to family and friends. Keep up the great work!

M Rafi

You did a great job for us and family members we recommended to you.

L Brindley

Latest News

How much money do I need for retirement?

It’s tricky to know how much money you need stashed away to retire and live a lifestyle you’re happy with. While the amount will vary from person to person, heres a bit of food for thought…

Do I Really Need Critical Illness Cover?

I’d never been the sort of person to worry about being ill. I enjoy the odd glass of wine at the end of a busy day, but I also eat healthily and go running three times...

Cash ISA or stocks and shares ISA?

A cash ISA is often seen as the safest option but as the cost of living increases it could be eroding the value of the money in your cash ISA if the interest you are earning...

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AM360 Financial Planning is an Appointed Representative of ValidPath Limited which is authorised & regulated by the Financial Conduct Authority, Firm reference number 197107.
AM360 Financial Planning is registered in England & Wales under Registration Number 14159531. Company Registered Address: 1 Wrens Court, 53 Lower Queen Street, Sutton Coldfield, B72 1RT.