Midland trio create new stockbroker
A new firm of financial advisers and stockbrokers made up of three former Edward Jones staff has launched in Birmingham.
AMP Wealth has been set up by Bart Dalton with partners Rob North and Anthony Levell, all three of whom used to work at US-owned financial services firm Edward Jones, which was taken over last year by Towry Law.
The trio believe they have spotted potential in the Birmingham market for their UK and US expertise combined with the fact they are licenced as stockbrokers and wealth managers.
The thio opted to name the firm AMP Wealth based on their "acquire, manage and protect" policy.
Mr Dalton said: "In our experience of dealing with nearly 2,500 clients over the past 13 years, people just want to understand that you care about their wealth and share an understanding of meaningful periods in their lives," said Mr Dalton.
Read more: Midland trio create new stockbroker AMP Wealth.