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 we have two offices – in Harpenden, Hertfordshire and in Newbury, Berkshire. Our Newbury office is also the home of our dedicated investment management team.
AMR is small enough to provide a personal service to our 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.
Jonathan Bailey DipPFS
After obtaining a BA(Hons) degree in Accountancy Studies in 1986, Jonathan was articled to a firm of Chartered Accountants in the same year. Having transferred to that firm’s financial services arm in 1989, he joined a regional firm of IFAs in 1992 before finally joining AMR in 1999. Jonathan was appointed as a director of the company in 2005.
Russell Bamford DipPFS
Russell entered financial services in 1985 when he joined the financial management arm of a merchant bank. In 1987 he joined what is now a well-known international financial services provider where, in the late 1990s, he spent time as a specialist adviser based in the City of London. Russell joined AMR in 2004 and was appointed as a director of the company in 2008.
Gordon Hall DipPFS
Having spent his early working life in retail and retail management Gordon selected a career in financial services and joined the industry in 1982. He has had a variety of roles, initially working for large life assurance and investment companies, progressing to a specialist pension position, before becoming an independent financial advisor in 1990. Since then he has been a director of an IFA firm, a company with whom he was employed for 12 years. He also worked for the IFA division of a national accountancy practice before joining AMR in July 2010.
Cliff Lewis DipPFS
Cliff entered financial services in 1978 when he joined the UK subsidiary of a Canadian life assurance company. Past roles have included being the national head of technical training for the financial services arm of one of the big four clearing banks, and a technical manager with what is now a well-known and international financial services provider. Cliff joined AMR in 2002 and was appointed as a director of the company in 2005.
Richard Oliver IMC
After obtaining a BA(Hons) degree from the University of Warwick in 1983, Richard joined the trustee department of one of the big four clearing banks. Subsequently, he obtained the position of fund manager at a London based investment management firm, later being promoted to the position of investment director of both this and, following a merger, another company. Appointed as investment director of AMR when the company was founded in 1992, Richard continues to head-up the firm’s investment department today.
Robert Bill IMC, MCSI
After obtaining an Economics degree in 1997, Robert later joined a regional investment management company as a private client adviser, focusing mainly on the activity of discretionary investment management. By 2003 he had been appointed as an investment manager for the firm, and by 2010 he held the position of chief economist. Robert joined AMR in 2012 since when his skill and experience have proved to be of great value. Robert was appointed to the position of Investment Director at the end of 2013