Finding the time and inclination to keep abreast of all the documentation related to financial, legal and property arrangements is often challenging. The answer, of course, is to have everything organised and in one easily accessible place. This is why AAG Private Clients was launched to develop a bespoke solution to your financial situation.
AAG will work closely with you to collate full details of your current profile, from property holdings, legal structures and pensions to stocks and shares, thus creating a comprehensive picture of your assets and liabilities, and ultimately, your net worth.
As part of the AAG Private Clients service, all important original documents are digitally scanned and securely archived. An elegant leather-bound portfolio containing all pertinent documentation will be presented to you. This will be regularly updated as changes occur.
It means that all of your financial details are in one place, and it gives your Wealth Management Advisor a platform from which to review your financial position on a regular basis. Your unique portfolio will serve as a vital part of your tax information requirements. You will also receive financial periodicals and reviews relevant to your interests.
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