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.
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
Kayleigh Inglis
Business 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.
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
Thank you AAG for your generosity with your time and clear advice, which have created a solid level of trust for now and the future. We are both pleased with the strides we are making.”
From the outset, I was really impressed with AAG’s approach. They looked at my personal finances as a whole and, advised me on the most tax efficient structures. Together we implemented a financial plan that has provided me with the confidence of a secure financial future.”
Financial education remains an area where nearly everyone agrees that a great deal more needs to be done; but few have matched the commitment of AAG to provide an excellent service.”
