Whether we’re helping you and your family get where you want to in life, or educating your employees through one of our financial wellbeing programmes, our complete focus is always on you and your needs.



We believe there is more to a positive financial future than expert advice - the more you know and understand, the more empowering your financial decisions can feel. That’s why we take a different approach that is just as committed to helping you grow your knowledge and shape your thinking as to the advice and strategies we provide to help you get to where you want to.


Grow your knowledge. Tailored, accessible support to give you the financial knowledge and confidence to make informed financial decisions.


Shape your thinking. Clear, comprehensive guidance on the financial decision-making factors relevant to your personal circumstances and financial goals.


Choose your actions. Reliable, expert advice on financial products and services aligned to your chosen strategies for a positive financial future.


And Purpose

Since our foundation in 1995, one mission has driven us: to profoundly enhance the lives, wealth and wellbeing of our clients and their families.

This mission has remained at our core as our services have evolved, adding financial education for employees to our comprehensive wealth management guidance and advice for individuals and families. In everything we do, our aim is to be your trusted partners, inspiring confidence in the decisions you make to achieve your goals.

We believe in a holistic, personal approach to working with you. We put ourselves in your shoes, taking time to get to know you and your family or business, and taking care that every AAG specialist you work with provides you with clear advice and information and makes the process as enjoyable as possible.

In essence, we are a family, and when you become our client, you and your family or business become part of it. We hope that, as with many of our clients, we become partners for life.

Meet The


All of us at AAG are energised by making a profound difference to your or your employees’ lives, wealth and wellbeing. We bring decades of specialist financial experience to our work with you, along with a readiness to share our knowledge, and a deep commitment to exceptional service.


Led by Richard, our highly experienced Group Managing Director, Team Balaes is all about our award-winning financial education programme and the strategic direction of the Group.

Richard Balaes

Group Managing Director

Georgie Galley

Head of Operations

Ashleigh Gibson

Head of Business Development & Marketing

Tyler Peters

Client Relationship Manager

Kaysie O’Neill

Executive Assistant to Group Managing Director

Conrad Langley

Practice Manager

Megan Hill

Business Operations Associate

Scarlet Alderson

Marketing Assistant

Emily Coxell

Marketing Assistant


Our Director Stuart leads Team Hudson. Stuart’s 20 odd years working with high net worth families and individuals helps his team expertly support our clients’ varied needs.

Stuart Hudson

Director & Fellow of the CII

James Wilson

Chartered Wealth Manager

Dan Browne

Chartered Wealth Manager

Bronwyn Pettitt

Chartered Wealth Manager

Lauren Hayden

Business Process Manager

James Morpeth

Wealth Manager

Tom Norton

Wealth Manager

Arun Johal

Wealth Manager

Anish Patel

Wealth Manager

Isabella Grace

Wealth Manager

George Baker White

Wealth Manager

Will Russell

Associate Wealth Manager

Angela Ramsay

Associate Wealth Manager

Chris Neophytou

Associate Wealth Manager

Callum Wills

Associate Wealth Manager

Josh Renals

Associate Wealth Manager

Saachi Vaghela

Associate Wealth Manager


Team Tunnicliffe is led by Oliver, Director and Senior Chartered Wealth Manager. Oliver’s long experience as a wealth manager is greatly valued by both clients and his team of wealth managers and support staff.

Oliver Tunnicliffe

Director & Chartered Wealth Manager

Ian Craigie

Chartered Wealth Manager

James Chamier

Wealth Manager

Rachel Hodgson

Business Manager

Eden Sames

Personal Assistant to Oliver Tunnicliffe

Jack Beckett

Wealth Manager

Jack Brosnan

Wealth Manager

Sophia McGhee

Wealth Manager

Madeline Farrow

Associate Wealth Manager

Oli Proctor

Wealth Manager

William Watermeyer

Associate Wealth Manager

Luke Kelly

Associate Wealth Manager

Jack Stevens

Associate Wealth Manager

Jordan Stannard

Associate Wealth Manager



Supporting and nurturing others is fundamental to our AAG family, and we actively commit to doing so within our company and with others who are less fortunate.

We are proud to be accredited by the Good Business Charter as an organisation which prioritises and cares for our employees, customers, suppliers and the environment. Treating everyone with the same care and respect is one of our core values, so we are delighted that our ethical and responsible practices deliver on the Charter’s ten commitments.

Charter’s ten commitments

Whenever we can, we like to show our care for people outside our AAG family, too. Supporting causes close to our hears often involves indulging in some friendly competition to add to our company support. Over the years, we’ve cycled, run and triathlon-ed across Europe, as well as climbing the four highest mountains in Britain in 48 hours.


With Us

When you join our AAG family, you join a dynamic and driven team dedicated to our clients’ positive financial futures and to a bright future for our firm.

Our commitment to professional and service excellence, mutual trust and openness makes AAG a buzzy, collaborative place to work. We set the bar high, and in return we provide a strong foundation on which to build your successful career.

We are always open to expanding our family to include like-minded professionals keen to deliver exceptional service through their expertise, relationships and commitment