One to One

AAG Wealth Management are your partners for life, helping you achieve your financial goals & aspirations. We work with you, creating a wealth plan to take control of your financial future.

Your Wealth Plan

Financial Peace of Mind

During your 1:1 wealth plan consultation with your AAG partner, you’ll review your current financial circumstances before talking through what you’d like to achieve from your money.

The conversation will cover the following important areas:

  • Pensions & Retirement Planning
  • Saving & Investing
  • Leaving a Legacy
  • Saving Tax Efficiently
  • Planning Around Children
  • Wills, Trusts & Estate Planning
  • Mortgages & Remortgages


We welcome you to invite your partner / spouse to your 1:1 wealth plan consultation as we discuss your financial plan for the future. Book your complimentary financial review today.