AMR was established in 1992 as a result of a merger of four smaller firms of financial advisers. Directly authorised and regulated by the Financial Conduct Authority they have two offices – in Harpenden, Hertfordshire and in Newbury, Berkshire. The Newbury office is also the home of the dedicated investment management team. AMR is small enough to provide a personal service to their clients but large enough to provide quality advice across a wide range of financial planning areas.
AMR offers an investment portfolio and fund management service. This service specialises in discretionary and advisory portfolio management for private individuals, corporate clients, pension funds, trustees and charities. Investment management demands the application of professional ability, knowledge and experience backed by thorough research. The experience and skills of the Investment Department at AMR, together with direct daily communications with leading global investment houses and major institutions, combines to provide a reassuringly independent and capable investment management service.