James Wilson | AAG Wealth Management

James Wilson

Telephone: 020 7016 6746

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Email: james.wilson@aag.co.uk

James Wilson

Having graduated from University, James has spent the past three years in the financial sector, working specifically with St. James’s Place. He enjoys the complexities that financial planning involves and enjoys advising clients.

In his spare time, James enjoys socialising with friends and taking part in a range of sports including football and golf.


Testimonials:

“I have been impressed and reassured by the friendly, professional competence with which James has managed my financial affairs. His clear, detailed explanations and summaries have facilitated encouraging progress in reorganizing my investment portfolio and greatly assisted my decision making.”

AD, Mechanical Engineer & Freelance Writer

 

James has been providing pension advice to us now for 18 months. Advice is specific, clear, well explained and has allowed us to plan much more robustly. Almost as important is James is very easy to chat to – making what can be a dull subject (for me) much more engaging!

Director, Healthcare Communications

 

James is exceptional. He has helped me in so many ways and goes out of his way. James has provided sound knowledge and expertise around critical illness, pension, family benefit, assisted with my will and helped me with the documentation. He even put me in touch with a brilliant accountant to help me. Thank you James!

Consultant, Financial Software

 

“Thanks to James I finally got the courage to look into my pension situation which not only gave me clarity but also reassurance. He helped me make choices that have proven successful despite the current circumstances. James makes you feel that he is always available and answers every questions with clarity. I couldn’t thank him more for the help he has given me.”

Technical Product Owner

 

James was of great help when choosing an investment that was right for me. Friendly and knowledgeable, I trust I have made the right choice based on his advice. I would definitely recommend his service to anyone who is looking to make an investment through AAG.

Senior Designer

 

“James has been helping our family plot the best course towards retirement and financial security for the last three years. He has been incredibly helpful throughout. He’s always happy to take our calls and answer our questions, no matter how trivial; is proactive in coming up with new ideas, and frankly is just an extremely nice bloke. I used to have a tendency to switch off when it comes to talking finance but James makes everything exceptionally clear and engaging. I always look forwards to our meetings and would have no reservations in recommending him to anyone who wants help getting through these difficult times.”

Engagement Director