A G L Wealth Management

AGL Wealth Management is a well-established financial services firm with a rich heritage spanning over three decades. Our business has evolved over the years, and in 2015, we created AGL Wealth Management as a separate entity, focusing solely on providing exceptional financial advice and wealth management services. We take great pride in our long-standing reputation for delivering positive outcomes for our clients, with our specialist advice tailored to help achieve the lifestyle you desire. At AGL Wealth Management, we are committed to providing a comprehensive range of services, enabling us to take care of your financial needs on a timely and personal basis.

Our Approach

At AGL Wealth Management, we take the time to understand your unique circumstances and individual needs. We believe that building a strong rapport with our clients is essential, and our team is dedicated to providing straightforward solutions to meet your personal financial goals and lifestyle aspirations. Our approach is to ask the right questions, look into your future, give clear and concise advice, and find the most suitable financial solutions for you. We are dedicated to developing a genuine understanding of our clients, their goals, and aspirations and building a plan that takes all of this into account.

Private Client Services

AGL Wealth Management offers independent wealth management advice to individuals, trustees, and businesses, specifically designed around their individual circumstances. Our private client services are tailored to meet your unique financial needs, offering a comprehensive and friendly service to a broad range of high net worth individuals, trustees, directors, companies, and staff. As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments. Our private client services include investment management, estate planning, strategies, pension planning, protection, mortgage finance, succession planning, and tax planning.

Corporate Services

We have many years' experience advising companies of varying size, as well as advising senior management on their own personal circumstances. Our corporate services are designed to help businesses and their employees achieve their financial goals. We offer a range of services including employee benefits, pension schemes, corporate investments, and corporate protection. At AGL Wealth Management, we are committed to helping you build and protect your business, while also ensuring your employees' financial wellbeing.

Professional Partners

At AGL Wealth Management, we believe that providing our clients with high-quality holistic advice often requires blending together expertise from other additional advisers and consultants. We work closely with a range of professional partners, including solicitors, accountants, and tax consultants, to bring together complementary strengths and deliver tailored advice to our clients.

How We Are Paid

Your initial consultation with AGL Wealth Management is at our expense. We will assess your requirements and provide you with clear information about the type of advice and level of service provided, and how much it will cost. Our fees are transparent, and we will always discuss them with you before any work is carried out.