Located in Wilmslow and established in 2012, Amber Financial Investments provides investment solutions designed to meet the needs of both advisers and their clients. The company has partnered with SEI Investments (Europe) Limited, a leading global provider of investment processing and investment operations for institutional and private wealth management clients.
The Amber Wrap
The Amber Wrap allows customers to stay in control of their financial planning by bringing together investments into one, easy to manage, place. The Amber platform allows you to invest in a range of assets including Unit Trusts, OEICs, Investment Trusts, Equities and Exchange Traded Funds, all of which can be supported in a large range of currencies. This allows you to select the best tax environment for your investments.
Other Services
As well as SIPP, Amber Financial Investments also offer Individual Savings Accounts (ISA), General Investment Accounts (GIA) and Investment Bonds.
Amber Financial Investments Reviews and Ratings
There are currently no online reviews for Amber Financial Investments.
Pros
- Clients are provided with their own customisable Client Portal
- Investments managed together in one convenient ‘wrap’
- Quarterly statements, contract notes and tax reports provided to facilitate clearer communication
- Independent advice free from restrictions
- Customisable client portal for quick account access
- Regulated by the Financial Conduct Authority (FCA)
- No hidden charges
- Partnered with SEI Investments (Europe) Limited, a leading global provider of investment
Cons
- A relative newcomer, only established in 2012
- No online reviews or customer experiences available
- A fairly basic website with limited information
- Limited downloadable content, help guides or supporting information available
- Lines open Monday–Friday only
Website: Amber Financial Investments