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.
OUR
Approach
EDUCATION
Grow your knowledge. Tailored, accessible support to give you the financial knowledge and confidence to make informed financial decisions.
GUIDANCE
Shape your thinking. Clear, comprehensive guidance on the financial decision-making factors relevant to your personal circumstances and financial goals.
ADVICE
Choose your actions. Reliable, expert advice on financial products and services aligned to your chosen strategies for a positive financial future.
OUR VISION
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
TEAM
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.
SENIOR MANAGEMENT TEAM
Led by Group Managing Director Richard, our Senior Management Team sets the strategic direction of AAG – shaping the way we support our clients, our people, and our future.
Richard Balaes
Group Managing Director
Stuart Hudson
Director & Fellow of the CII
Oliver Tunnicliffe
Director & Chartered Wealth Manager
Georgie Galley
Head of Operations
Ashleigh Gibson
Head of Business Development & Marketing
Conrad Langley
Practice Manager
WEALTH MANAGERS
Stuart, our Director and Head of Advice, leads a highly experienced team of Wealth Managers. They work closely with clients to build long-term financial plans with confidence and care.
Ian Craigie
Chartered Wealth Manager
James Wilson
Chartered Wealth Manager
James Morpeth
Senior Wealth Manager
James Chamier
Senior Wealth Manager
Dan Browne
Chartered Wealth Manager
Bronwyn Pettitt
Chartered Wealth Manager
Arun Johal
Wealth Manager
Jack Beckett
Wealth Manager
Tom Norton
Wealth Manager
Jack Brosnan
Wealth Manager
Michal Staszczuk
Wealth Manager
Sophia McGhee
Wealth Manager
Madeline Farrow
Wealth Manager
William Watermeyer
Wealth Manager
Michael Kearns
Wealth Manager
Chris Neophytou
Wealth Manager
MARKETING & OPERATIONS
Behind the scenes, our Marketing and Operations teams keep AAG running smoothly – ensuring consistent, connected experiences for clients and colleagues alike.
Tyler Peters
Client Relationship Manager
Julia Haldner
Senior Growth Marketing Manager
Kaysie O’Neill
Executive Assistant to Group Managing Director
Will Russell
Training & Development Manager
Megan Hill
Business Operations Associate
Emily Coxell
Marketing Associate
Ollie Adamson
Marketing Admin Assistant
Keira Hubbard
Marketing Admin Assistant
PRACTICE SUPPORT STAFF (PSS)
Our PSS team supports both clients and Wealth Managers – preparing meetings, managing follow-ups, and helping deliver the seamless service AAG is known for.
Georgia Drew
Business Manager
Sophie Locke
Business Manager
Maisie Brockes
Personal Assistant to Oliver Tunnicliffe
Emma Kelly
Personal Assistant to Ian Craigie
Jack Stevens
Associate Wealth Manager
Callum Wills
Associate Wealth Manager
Josh Renals
Associate Wealth Manager
Saachi Vaghela
Associate Wealth Manager
Joey Haimes
Associate Wealth Manager
Aidan Jarvis
Associate Wealth Manager
Tushar Islam
Associate Wealth Manager
Kritesh Patel
Associate Wealth Manager
Joel Ezekiel
Associate Wealth Manager
Charlie Berkeley
Financial Administrator
Bella Cosentino
Client Services Administrator
SUPPORTING
Others
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.
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.
BUILD YOUR CAREER
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
If you would like to discuss current opportunities at AAG, please email enquiries@aag.co.uk and a member of the team will reach out to chat further.