Eileen and her SJP Partner, Sean, share a touching story of how they navigated a challenging time to secure a bright financial future for her family. Despite difficult circumstances, Eileen found peace of mind knowing that her finances are in good hands. Read more: https://heyor.ca/WZqS6l #FinancialFuture #FamilySecurity
AAG Wealth Management
Financial Services
London, England 5,103 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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Meet the team: Stuart Hudson Stuart strongly believes in the value of a trusted Wealth Manager in navigating this world, providing peace of mind and a long-term approach tailored to each client’s needs and circumstances. Stuart works extremely closely with his clients and team of professional advisers to provide strategic Wealth Management advice that delivers just that. More about Stuart and the team here: https://bit.ly/46K3axC #AAGWealthManagement #WealthManagement #FinancialPlanning
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Client story: Jo Cowper has found peace of mind in her financial planning with the help of her SJP Partner, Nicola. By aligning her investments with her personal values and sustainability principles, Jo can focus on enjoying life in the French Alps without worrying about money. What a lovely feeling! Read more: https://heyor.ca/aOnOYq #ClientStory #FinancialPlanning #WealthManagement
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Are you a parent or grandparent looking to help your children or grandchildren with buying their first home? Make sure to seek advice on gifting, loans, or providing security to mortgage providers to avoid unexpected tax liabilities. Check out more information: https://heyor.ca/P2xCnS #HousingMarket #AAGWealthManagement #WealthManagement
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Are you worried about how social care costs could eat into your inheritance? With careful forward planning and financial advice, you can cover these expenses while still leaving money for younger generations. Let's chat about ways to secure your future and that of your loved ones: https://heyor.ca/FFOGod #ForwardPlanning #FinancialAdvice #InheritancePlanning
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Our approach to financial and investment planning is tailored to your unique goals as we understand that everyone's journey is different. At AAG Wealth Management, we integrate environmental, social, and governance factors into our investment process to ensure a sustainable future for you. Find out more: https://heyor.ca/8aKmeZ #WealthManagement #InvestmentManagement #AAG
IMA
aagwealthmanagement.co.uk
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Are you considering offering executive pensions to your directors? Providing a separate pension plan can be a game-changer in attracting top talent. With more flexible options, you can significantly enhance your benefits package and set your business apart. Make sure to keep this important factor in mind when building your team. Read more: https://heyor.ca/M23CzF #ExecutivePensions #BusinessOwners #PensionPlan
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As busy professionals in accountancy or law, you may feel confident in your financial understanding. However, working with a dedicated financial adviser can be incredibly beneficial, especially for high-earning individuals. Let them lift the load by creating and implementing a financial plan on your behalf. Cash-flow modelling can help you visualise your retirement goals and plot the path to make them a reality. Read more: https://heyor.ca/jrzkSS #FinancialPlanning #FinancialUnderstanding
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Meet the team: Georgie Galley Head of Operations, Georgie, has over 12 years’ experience in financial and customer services and is always on hand to listen and use her experience to help find solutions. Outside work, Georgie enjoys ticking off the next country on her long list, along with running, spending time with her family and friends and borrowing dogs. Meet more of our team here: https://heyor.ca/IN4IrW #AAGWealthManagement #MeetTheTeam #AAG
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Financial security is essential for multi-retiree families with two generations enjoying retirement together. Looking ahead to 2034, over a million families will face this scenario. With the right financial advice, everyone can enjoy their retirement on their terms and ensure their collective finances stretch further than ever before. Read more on securing your family's future today: https://heyor.ca/sz15WF #FinancialSecurity #FamilyFuture #Retirement
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