WEALTH Management

Wherever you see life heading, we’re here to help you and your family relax and enjoy the ride knowing your finances are on track to get you there.

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YOUR PARTNER

In Your Financial Future

Creating the life you dream of is exciting and also daunting. For many of us it prompts the question: will our finances get us there? Our job is to help you feel confident that yours will.

We will work with you to create a path to the life you are aiming for, bringing you the peace of mind that comes from knowing you’re making sound financial decisions. As a personable and experienced bunch, we also aim to make staying on track or adjusting your plan as enjoyable and painless as possible. We’re big believers in family, too, so where we can make a difference to your wider family’s financial wellbeing, we like to help.

WORKING WITH

St. James’s Place

We work with St. James’s Place to support our wealth management services because, just like us, the St. James’s Place team believe in a personalised service and reliable, expert advice.

As one of the UK’s leading wealth management organisations founded in 1991, St. James’s Place also offers a distinctive investment approach with a proven track record and strong heritage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

 

Wealth Management for your business
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WEALTH MANAGEMENT

For Your Business

When you own or lead a business, financial planning and financial employee benefits can play on your mind just as much your personal finances (or even more). Our business wealth management services take the stress away, helping you put the right financial benefits and education in place for your team and prepare sound financial plans and protection for the business.

We work with St. James’s Place to provide our business protection cover and employee financial benefits including retirement planning, group life and critical illness cover, group private medical insurance and group income protection. To find out more, head to our associate. website: aagwealthmanagement.co.uk.

FOREIGN

Exchange

When there’s so much to do and so little time, managing the effects of foreign exchange on your investments may not make it to the top of your list. Luckily, St. James’s Place has access to a panel of foreign exchange providers who like nothing more than crossing the job off your list and adding it to theirs.

Your dedicated foreign exchange account manager will advise you on how to make the most of foreign exchange opportunities while minimising the costs and risks. That often involves advice on strategies, contract options, optimising positions, and minimising the effects of rate volatility. Whichever services are right for you, you’ll enjoy jargon-free conversations, timely market updates and our trademark AAG level of service.

I have been with AAG for more than 15 years and have always appreciated the straight talking, interest and quality advice from Stuart Hudson and Richard Balaes as well as previously from David Alexander. The most important aspect of our relationship is trust and I have no doubt whatsoever that I can trust AAG to always do their very best for me.” John Muir

I have worked with Oliver for eight years now. He has always provided me sound advice and never not been available when I needed him. He was an excellent support throughout the pandemic and always provided me with clarity in very unclear times. He has also supported me with financial matters when it came to me starting my family, something I am very grateful for. I could not recommend Oliver and AAG higher.” Dominic Bosher

Talking to Ian feels like having a discussion with a trusted friend or family member. He really knows what he's talking about and takes great care in delivering the information we require. He's never pushy, never tries to hard sell and is always well researched on any topic we ask him about.” Julie Larkin-Jefferies

James is fantastic and has provided me with really insightful advice when faced with some complex pension scenarios. I would absolutely recommend James to anyone in my network!” Benjamin Robinson

Simon is very professional and knowledgeable. He has a good understanding of my needs and provides a very thorough service.” Ashley Prust

Very professional and thorough advice. I feel confident that if I need information on a subject I can just pick up the phone.” Elizabeth Owsley

Having a great relationship with Ollie gives me confidence in my financial decisions. Understanding more about the products available has given me the opportunity to take better long term financial decisions and Ollie has been pivotal to that.” Tom Kiddle