Effective tax planning is essential for achieving your financial goals. Whether you aim to own multiple properties, fund your child’s education, or enjoy a comfortable retirement, taking early, proactive steps is vital. Learn more about how tax planning can work for you: https://heyor.ca/jbKubM #TaxPlanning #WealthManagement #Investment #TaxRelief
AAG Wealth Management
Financial Services
London, England 5,313 followers
Partners for life
About us
AAG Wealth Management (AAG) was founded in 1995. We set out to provide sound financial advice and have an holistic approach to Wealth Management, which brings together specialists to provide you with the advice you need. Quite simply, we put ourselves in your shoes; only providing advice that we would want in your position. We strongly believe that quality matters, so we only provide the very best - from the best advice to the best personal service. Our services include: - Corporate Services - Financial Education - Mortgages - Specialist Insurance - Access to Foreign Exchange Services Our unique approach and complete focus on our clients as individuals is why they become clients for life. Telephone: 020 7016 6767 Email: [email protected] Website: http://www.aag.co.uk Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested. AAG Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. AAG Wealth Management is a trading name of AAGSJP Ltd.
- Website
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http://www.aag.co.uk
External link for AAG Wealth Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- London, England
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Wealth Management, Pensions, Investments, Protection, Tax Efficient Investments, IHT Planning, Financial Education, and Access to Foreign Exchange Services
Locations
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Primary
Get directions
2 Dartmouth Street
Queen Anne's Gate
London, England SW1H 9BP, GB
Employees at AAG Wealth Management
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Richard Balaes
Group Managing Director at AAG Financial Education
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Ian Craigie, PhD FPFS
Chartered Financial Planner at AAG Wealth Management
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Michal Staszczuk
Wealth Manager at AAG Wealth Management
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Jack Brosnan
DipPFS | Financial Education | Wealth Management | Tax Planning | Investments | Pensions | Business Owners | AAG
Updates
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After a close fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: https://lnkd.in/d6qME9AG #Markets #USElection #FinancialPlanning
US election: What does Trump's victory mean for markets?
partnership.sjp.co.uk
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Small businesses often overlook the importance of key person insurance, but it can be a lifesaver when an essential team member is absent. This coverage helps address business challenges that arise and ensures that your operations continue smoothly. Getting advice on selecting the right policy at the best price, along with understanding tax implications, is vital for ongoing success. Don't wait—protect your business today: https://heyor.ca/vOiROc #SmallBusinesses #BusinessChallenges
Understanding the importance of key person insurance for business owners
sjp.co.uk
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We are delighted to be attending the Women In Financial Advice Awards 2024, tomorrow evening in London. Very proud that Bronwyn Pettitt APFS and Emily Coxell have both been nominated as finalists for awards. Good luck both! #WIFA24
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As a regulated professional like a lawyer or accountant, managing your financial affairs comes with unique responsibilities. Ensuring that your personal investments don’t conflict with your professional integrity is crucial, especially if you handle sensitive information. Partnering with an expert financial adviser who understands these nuances can help you navigate your finances with confidence and peace of mind! Read more: https://heyor.ca/ApzY1M #RegulatedProfessional #FinancialAffairs
How to make sure your finances reflect your professional standards
sjp.co.uk
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Our approach to financial and investment planning is customised to your unique goals because we recognise that everyone's journey is different. At AAG Wealth Management, we incorporate environmental, social, and governance factors into our investment process to promote a sustainable future for you. Learn more: https://heyor.ca/8aKmeZ #WealthManagement #InvestmentManagement #AAG
IMA
aagwealthmanagement.co.uk
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Financial difficulties can feel overwhelming, but remember, you’re not alone. Nearly nine million people in the UK are struggling with serious debt, and it’s crucial to talk about these challenges. Reaching out for help can make all the difference—support is available and can even save lives. If you're facing financial stress, please consider having an open conversation about it. You deserve support! Read more: https://heyor.ca/sDYOh7 #FinancialDifficulties #DebtStruggles
National Suicide Prevention Day: Talking about debt can save a life
sjp.co.uk
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Planning for your retirement is essential for financial security. A financial adviser can guide you through the many choices available, helping you prepare for a retirement that truly reflects what you deserve. The Retirement Living Standards offer a helpful starting point if you're unsure about saving more. Remember, the more prepared you are, the brighter your retirement can be! Read more: https://heyor.ca/i99alf #Retirement #RetirementPlanning
How important is saving for retirement?
sjp.co.uk
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Meet the team: Stuart Hudson Stuart is a firm believer in the importance of a trusted Wealth Manager to help navigate financial complexities, offering peace of mind and a personalised, long-term strategy for each client. He works closely with his clients and a team of expert advisers to provide strategic Wealth Management solutions that truly deliver. Learn more about Stuart and the team: https://bit.ly/46K3axC #AAGWealthManagement #WealthManagement #FinancialPlanning
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If you want to understand more about how the changes announced in the Budget may impact you and your finances, contact us today. AAG Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management pls (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 23/10/2024 #AutumnBudget
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