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We are a firm of financial advisers based in Norfolk, UK. We provide advice to both individuals and companies on many aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
Where you have a complaint or dispute with us and we are unable to resolve it to your satisfaction then you may have access to the Financial Ombudsman Service. Please see the link below for further details.
Directors
Barry Beard Dip PFS
Barry is one of the three founding members of AMAS Ltd, is QCF Level 4 Diploma qualified in Financial Planning and is a member of "The Chartered Insurance Institute". Barry offers both whole of market mortgage advice and professional financial advice for both corporate and individual clients and his speciality is equity release.
Richard Curtis Cert Dip PFS
I am an experienced financial adviser, who has worked in the industry for 25 years, in this time I have gained industry recognition for my services and have formed an ongoing and close relationship with many of my clients. My experience and recognised industry qualifications allows me to provide a thorough and comprehensive level of advise in mortgages, retirement planning in addition to investments and insurance.
Tony Collins Dip PFS
Tony is one of the three founding members of AMAS Ltd, is QCF Level 4 Diploma qualified in Financial Planning and is a member of "The Chartered Insurance Institute". Tony offers expert financial advice for both corporate and individual clients and his speciality is pension and investment advice.
Philip Smith Dip PFS
After a career in Asset Finance, Phil switched into Financial Advice in 1991 spending the first 9 years with Pearl Assurance before becoming an Independent Financial Adviser (IFA) in 2000. It was at Pearl where Phil gained full Financial Planning Certificate (FPC) status, and since becoming an IFA has completing the Diploma in Financial Planning (DipPFS). While holding a licence to advise for the majority of Financial Products, his main area of expertise lies with investment including savings, pensions and Trust advice.
Adam Kemp BA Hons, DIP PFS, Cert CII (MP & ER)
Adam has worked in financial services for over 10 years, is QCF Level 4 Diploma qualified in Financial Planning, is a member of "The Chartered Insurance Institute" and is qualified to give equity release advice. He joined AMAS Limited in August 2012 and offers both whole of market mortgage advice and expert financial advice for both corporate and individual clients. His speciality is mortgage and pension advice.
Chris Farrell Cert CII(MP) Dip PFS
Chris is QCF Level 4 Diploma qualified in Financial Planning and is a member of "The Chartered Insurance Institute" He joined AMAS Limited in August 2012 and offers both whole of market mortgage advice and expert financial advice for both corporate and individual clients.
Advisers
Mark Wapshott
DipFA
Mark has been advising clients, both individual and corporate, since 1987 and has been truly independent since 1992. Providing advice in all areas of investments, whether in savings or pensions, whether you are looking for growth or income, planning for the longest holiday (retirement) or trying to beat inflation. Together we can strive to establish all your investments to work as hard as you work.
None of the above will mean anything if the worst happens, protection of your family’s lifestyle and income is the most important financial foundation to build upon.
Aaron Stokoe CeMAP
Aaron holds a CeMAP qualification from the institute of financial services. He joined AMAS in 2013 and advises on Mortgages, Pure protection and general insurance.
Richard Self CeMAP
Richard has been working alongside AMAS since July 2015. Having previously worked for twenty years as a production engineer Richard has a fantastic precision for figures and a proven track record for problem solving. Richard gets great satisfaction from putting those skills into practice and helping people to achieve what they are looking for.
Kenny Egan CeMAP
Kenny is a fully qualified CeMAP Mortgage and Protection adviser and has been working alongside AMAS Financial Advisers since July 2015. Kenny prides himself on the friendly and efficient advice he offers to his clients, and while Kenny ensures his clients get the best suitable products to help their needs he also builds lifetime relationships with them.
Graham Baxter FPFS | Chartered Financial Planner
Graham is a Chartered Financial Planner with a very wide range of experience and a comprehensive knowledge of the Financial Services Market. Graham has been registered with the Financial Conduct Authority as a Defined Benefit Pension Transfer Specialist since 2001 and has extensive knowledge of SIPP’s (Self-Invested Personal Pensions), EPP’s (Executive Pension Plans) and SSAS’s (Small Self-Administered Schemes).
Graham started his early career in the Banking industry where he qualified as an Associate of the Chartered Institute of Bankers. He has since gone on to achieve the Advanced Diploma in Financial Planning and has also been made an Associate of the Personal Finance Society.
Sophie Beeden | Cert CII (MP & ER)
Sophie is an independent financial adviser. She offers advice on Mortgages, Protection, Pensions, Investments and Equity Release. She previously worked as a Whole of Market advisor for 4 years before relocating to Norfolk and joining AMAS in 2017. Sophie prides herself on the service she offers to her customers across the UK finding solutions for people with more complex circumstances who may struggle to find a suitable solution on the high street.
Craig Beeden | Cert CII (MP)
Craig has been working in the financial services industry since 2013, joining AMAS in 2018. He is a Whole of Market, Mortgage and Protection advisor, supporting his clients throughout the home buying process. He offers advice on both residential and buy to let mortgages, with an excellent understanding of the buy to let changes that have come into effect since 2016.
Neil Robinson | CeMAP
Neil joined AMAS in 2018 and is fully CeMAP qualified. Neil is a ‘whole of market’ advisor offering mortgage and protection solutions. With additional experience as an auditor and director of an accountancy firm, as well as being personable, Neil is dedicated to finding solutions to meet client’s needs.
Jacob Curtis | Financial Planner BA Hons, DipPFS, CeMAP
I Have been working at AMAS since I left university in 2014, working under the guidance of my father Richard Curtis. Since then I have passed my CII Diploma in Regulated Financial Planning. My goal as a financial planner is to provide holistic financial advice, with the aim of preserving and growing wealth through family generations. I also have a keen interest in offering clients ESG solutions to their investment options to tackle the ecological problems of our age, as well as offering sound investment solutions. Outside of work I keep myself busy training to be a chartered planner. I am the Chairman of Bury St Edmunds Roundtable and a consistently disappointed Ipswich fan.
Stephen Collins | CeMAP
Stephen has been working within estate agency based financial services since 2018, joining AMAS in 2021. He is fully qualified to offer advice on mortgages and relevant insurances. Stephen prides himself on his personal integrity & offering the highest level of service available, ensuring he finds the most suitable solution for your needs.
07942 755467
Jodie Buhlemann | Mortgage and Protection Advisor
Jodie holds The Certificate in Mortgage Advice and Practice (CeMAP), and a BA (Hons) degree in Sports Tourism and Development. She has recently joined AMAS offering regulated advice in Mortgages and Protection. Jodie advises on residential, buy to let and shared ownership/equity mortgages. Jodie also specialises in protection products, such as life and critical illness cover, income protection and buildings and contents insurance. She prides herself on being friendly, approachable, and supporting her clients fully through every step of their journey.
0770 2547013
Max Beard | CeMAP
Having worked at AMAS Investments in various roles since 2017 I qualified as a whole of market mortgage and protection advisor. My objective is to help simplify and break down the mortgage so that my clients find the experience as easy and relaxed as possible. I like to work with my clients and get to know them first-hand this helps build a good trustworthy relationship from offset so that you feel comfortable.
07841 464417
Matthew Jiggins | Advisor
Matthew is a CII Qualified Whole of Market Mortgage, Protection & Equity Release Adviser and has been with AMAS since January 2022. Having started with the mortgage admin team, this has helped shape him into a well-rounded adviser with experience on both sides of the mortgage application process.
07880 770384
Jon Threadgold | Mortgage Advisor CII Level 3
Jon joined AMAS in July 2024 and holds a CII Level 3 Certificate in Mortgage Advice, offering advice on Mortgages and Protection. Jon started his career in estate agency in Cambridge and now uses his industry knowledge to ensure the best result for his clients when buying property.
07845 064395
Your property may be repossessed if you do not keep up repayments on your mortgage. Equity release refers to Home reversion plans and Lifetime mortgages. To understand the features and risks ask for a personalised illustration.
Administration Team
Jill Walters – PA to Barry Beard
Louise Parfett – PA to Adam Kemp and Kenny Egan
Catherine Janes – PA to Richard Curtis
Rachel Kelly – PA to Chris Farrell, Neil Robinson & Richard Self
Michelle Taylor – Mortgage Administrator
Charlene Lott – Mortgage Administrator
Marina Dibben – Financial Administrator
Lesley Tyms – Financial Administrator
Connie Stokoe – Financial Administrator
Matthew Jiggins – Mortgage Administrator
Helen Wardell – Mortgage Administrator
Map to Our Office
Testimonials
My house move situation was extremely testing as I was in a chain which collapsed and was lied to by estate agents. However, through the whole process Adam was a constant support and answered my questions promptly and honestly. Adam is very knowledgeable about mortgages but not only that, he is very approachable and is very good at returning calls and answering emails. I will be using Adam’s services in the future and will have no hesitation in recommending him either."
Mr M Smith
I would just like to thank Aaron Stokoe for all his help in obtaining our recent mortgage.
Aaron looked after us every step of the way. Nothing was too much trouble and he was always there to answer our questions. Aaron dealt with all parties and made the whole process very simple for us. I would not hesitate to recommend AMAS and Aaron to anyone looking for financial services.
Mr Stenton
From the first phone call I had, to the day we completed our contract exchange, Amy was incredibly helpful and responsive. Anytime I had a question, it was answered thoroughly and promptly, and her knowledge of the different products and options available is fantastic.
VISIT
Registered office: Mill House, Bridges Walk, Thetford. IP24 2EF Registered in England 09576951
Bury St Edmunds: office: Unit 10a Brunel Business Court, Eastern Way Industrial Estate, Bury St Edmunds, Suffolk. IP32 7AJ
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AMAS Investments Ltd is directly authorised by the Financial Conduct Authority. The site is intended for UK consumers only.
