ABOUT Us

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.

OUR

Approach

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.

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.

RICHARD'S TEAM

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

Kaysie O’Neill

Executive Assistant to Group Managing Director

Tyler Peters

Client Relationship Manager

Victoria Knowles-Lacks

Marketing Consultant

Chris Neophytou

Marketing Associate

Ciaran Martley

Marketing Associate

STUART'S TEAM

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

Andrew Woodley

Wealth Manager

Lauren Hayden

Executive Assistant & Team Administration Manager

Tom Norton

Associate Wealth Manager

Freddie Gill

Associate Wealth Manager

Dan Browne

Wealth Manager

Bronwyn Pettitt

Wealth Manager

Lydia Richmond

Wealth Manager

OLIVER'S TEAM

Team Tunnicliffe is led by Oliver, our Associate 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

Associate Director & Chartered Wealth Manager

Ian Craigie

Chartered Wealth Manager

James Chamier

Wealth Manager

Eden Sames

Personal Assistant to Oliver Tunnicliffe

Rachel Morris

Business Manager

Laura Woodyatt

Personal Assistant to Ian Craigie

Jack Beckett

Wealth Manager

Jack Brosnan

Associate Wealth Manager

Will Atkin

Associate Wealth Manager

SIMON'S TEAM

Senior Wealth Manager Simon leads Team Beazley’s growing family of wealth managers, drawing on his investment banking background and committed team to go above and beyond for our clients.

Simon Beazley

Senior Wealth Manager

James Morpeth

Wealth Manager

Alex Anthon

Wealth Manager

Will Russell

Associate Wealth Manager

George Baker White

Associate Wealth Manager

JENNIFER'S TEAM

Jennifer is our senior mortgage advisor leading Team Finistere. Jennifer’s experience ensures that our independent in-house mortgage service attends to every detail at every stage of the process.

Your home may be repossessed if you do not keep up repayments on your mortgage. Our AAG mortgage advice may include products and services that are separate and distinct to those offered by St. James’s Place.

Jennifer Finistere

Senior Mortgage Advisor

Pakiza Guseynova

Mortgage Advisor

Chloe Barton – Crockford

Mortgage Case Manager

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.

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