The first step
You may have enquired either via our website, by email or by phone. Whichever way you come through to us, your enquiry will be swiftly and professionally handled by our dedicated relationship management team.
Your dedicated relationship manager
Once assigned, your relationship manager is your personal point of contact here at Amio Wealth and is there to assist you as much or as little as you require. You can contact them directly any time during our office hours (weekdays 9am – 7pm and Saturday 10am – 4pm). Their role is to help you find what you are looking for by explaining our various options, answering any questions you may have, and ensuring you receive all the information you need to make a decision that suits you.
Receiving investment information
Before you can receive your investment information, your relationship manager will direct you to our website to run through a simple three-step suitability process.We want to be certain that our investment products are suitable for each individual investor; this process establishes that investors are happy to make their own investment decisions, understand the terms and that there is no FSCS coverage, and are aware that investments carry risk. We promise it doesn’t take more than a couple of minutes!
Review the information
Your relationship manager will then send you the full information pack for the investment opportunity you are interested in and leave you to review the information in your own time. If you would like further information or have any questions you can contact them directly and just ask. If you feel that the specific opportunity is not for you, that’s fine, just let your relationship manager know and they can provide you with the details of our other opportunities – we work tirelessly to bring the best green and ethical investment opportunities to our investors so we are sure we will have something for you.
Accommodating your preferences
While we pride ourselves on our personal approach, we understand that some people prefer to go through the entire investment process online and we can also accommodate this preference. Simply let your relationship manager know and they will explain how you can view all the investment information and complete the application process all in a few clicks.