Group Managing Director Richard heads up Team Balaes. Richards Team benefit from his 25+ years knowledge and experience in the financial sector, along with this motivational leadership style. Richards close-knit and committed team are responsible for strategy, management, marketing, operations and running the award winning AAG Financial Education side of the business.
With nearly 20 years of experience working with HNW families and individuals, Associate Director Stuart Hudson leads Team Hudson. Stuart and his expert team of Wealth Managers and Associate Wealth Managers provide excellent client service advising on a diverse range of complex financial planning areas including Defined Benefit pensions, Tier 1 Visas and Inheritance Tax planning.
Associate Director Simon leads his growing team. Simon’s impressive background in investment banking is complemented by his committed team, working to go above and beyond for their clients
Team Tunnicliffe is led by senior Wealth Manager, Oliver Tunnicliffe. Cultivating meaningful relationships with clients, teamed with his in-depth knowledge and expertise means Oliver leads his team of Wealth Managers and Support staff by example.