Total support for you and your family
What do you actually want your life to look like?
It’s the question people never make time for. We help you answer it, work out what it will really cost, then make every financial decision count towards it.
We bring energy to the conversations people rarely make time for: what they want their life to look like, and what it will take to get there. Then, working alongside their trusted advisers, we make every financial decision count towards it.
The conversation that carried on over lunch
A husband and wife who run a business together left their first meeting with us and went straight out for lunch, still talking. When could they retire? What would retirement look like? Could they buy a home abroad?
That’s what good planning does. It gets you thinking about the life you want, and gives you the confidence that your pension, ISA and withdrawal decisions are taking you there.
Your life first. Then the numbers. Then the plan.
What do you want?
Why do you do what you do? We start with your goals for life, family and career.
What will it cost?
We put real numbers on the life you want, so you know what you’re working towards.
How do we get there?
We align your finances, whether that’s your personal and business finances or getting you and your partner on the same page, so every decision pulls in the same direction.
We work hand in hand with your accountant, solicitor and other trusted partners, so your advice joins up.
To grow AM360 into a family of clients and colleagues, helping as many families as possible plan for the life they want.
When you join AM360, you become part of that family. We’ll be there as your life and career change, including the day you step back.
For many business owners and professionals, the next generation isn’t only their children. It’s the team who might one day lead the business, and the colleagues who step up as you reduce your hours. We help plan for that, and we’re building the same path for our own people.
A family, with standards
Integrity
We do the right thing, whether or not anyone is watching.
Ownership
We own our part, and learn from every outcome.
Energy
You’ll leave every conversation clearer and more confident.
Collaboration
One team, working with your trusted advisers.
Growth
For you, your people and ours.
A business owner who plans like one
I’m Rachel Woodward, Director of AM360 Financial Planning in Sutton Coldfield. I run a business too, so I know how easily your own plans get pushed to the bottom of the list.
I’ve spent 20 years in financial services, in operational roles as well as advice, including as a mortgage and protection adviser, and I hold the Diploma for Financial Advisers (DipFA). Because I’ve worked on both the admin and advice sides, I understand every role in the business, which helps us run efficiently and makes your experience smoother.
I’ve always been a sportsperson, setting goals both for myself and for the teams I’ve been part of. I bring the same approach to planning: know what you’re aiming for, then build the plan to get there.
The best part of what I do? Seeing someone happier, just finishing on the golf course on a Tuesday afternoon, something they couldn’t have imagined 12 months before.
Ready to talk about the life you want?
Your first conversation is about you, not products.
AM360 Financial Planning Ltd
1 Wrens Court, 53 Lower Queen Street, Sutton Coldfield, Birmingham B72 1RT
0121 726 6700 | info@am360fp.com
AM 360 Financial Planning Limited is an Appointed Representative of ValidPath Limited which is authorised & regulated by the Financial Conduct Authority, Firm reference number 197107.
AM 360 Financial Planning limited is registered in England & Wales under Registration Number 14159531. Company Registered Address: 1 Wrens Court, 53 Lower Queen Street, Sutton Coldfield, B72 1RT.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The value of investments can go down as well as up, and you may get back less than you invest.