logo-amr
  • Home
  • About me
  • About SJP
  • News
  • Advice and services
  • Specialist advice
  • Contact
  • My Profile
  • Testimonials
  • Investment management approach
  • Awards
  • St. James's Place Charitable Foundation
  • Insights
  • Investment planning
  • Retirement planning
  • Protection planning
  • Corporate services
  • Mortgages and specialist banking
  • Exploring intergenerational wealth management
  • Other services
  • Calculators
  • Business owners
  • Senior corporate executives
  • Company directors
  • City professionals
  • Contractors
  • Financial professionals
  • Home
  • Specialist Advice (UK)

Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
Read more
City professionals
Expert advice for City professionals across a range of financial planning matters is available.
Read more
Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
Read more
Contractors
As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk. There's lots to think about, and I can make sense of it all.
Read more
Financial professionals
I know that a career in finance can be particularly demanding and hectic. And even if you work with money and investments on a daily basis, it’s still good to be able to discuss your own personal financial goals with another professional.
Read more
Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, I can help with this.
Read more
Tony Rossi
AMR Wealth Management
St. James's Place logo
Copyright St. James's Place © 2025
Quick links
  • Home
  • About me
  • About SJP
  • Advice and services
  • Specialist advice
  • Contact
Get in touch
  • Contact me
Connect
  • Privacy policy
  • Site disclaimer
  • Terms and conditions
  • Accessibility
Copyright St. James's Place © 2025