AMIA Wealth Management Ltd T/A AMIA Wealth Management Ltd
2 Walker Street, , Edinburgh, City of Edinburgh, EH3 7LB
We can advise you on
Pensions & Retirement
Financial Planning
Investments
Insurance & Protection
Tax & Trust Planning
Expatriate Finances
Business
Corporate
Investment & Savings
Pension
Income Protection
Savings
Face to Face
Online (Live chat, video, email)
Telephone
Pensions & Retirement Planning
Pensions Transfer
Pension Drawdown
Pensions Review
Pension Consolidation
Annuity Purchase
SIPPs
Pensions & Divorce
Stakeholder
£100,000+
Investing for Income
ISA
Investment Trusts
OEICs
Ethical Investments
Offshore Investments
Socially Responsible Investments
Inheritance Tax Planning
Life Insurance
Critical Illness
Income Protection Insurance
Income Tax
Estate Planning
Capital Gains Tax
Taxation Planning
Inheritance Tax Planning
Savings
Cash Flow Modelling
Target Retirement Income
About us
I have built an established business in Edinburgh, advising mainly private individuals on investment and retirement planning strategies. I offer a range of fee options to suit all types of advice. I am happy to meet in person or remotely using Microsoft Teams. Access to your 2plan account via our website allows clients to message me securely and view valuations daily on your investments.
Our services
Investment management and advice Reviewing existing investment portfolios New investment portfolios Ethical investment advice Tax planning before and after retirement Personal pension contributions Director / Limited Company pension contributions Pension fund investment advice Income Drawdown advice Annuity advice Inheritance tax planning Life Assurance Critical illness insurance Income protection insurance
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