At AGL we have four fundamental, professional principals that guide our day-to-day business decisions

Deliver the service you would love to receive.

Create a culture of accountability.

(Clients; Colleagues; Business)

To have a positive influence on our clients financial journey.

Have no agenda other than that of our clients.

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Share in our Company Vision Statement:

We are the complete financial wealth management solutions firm of choice across central Scotland with offices based in Glasgow and Edinburgh.

Our dedication in working with our clients towards their wealth goals has created a powerful bond of trust and respect that is admired by our business partners and competitors.

Our proven track record and significant experience in the private client and corporate sectors provides our clients with unbiased answers and solutions tailored to their needs and situations.

Our commitment to learning and continual improvement is unparalleled in the industry. This environment has fostered decision making that energises and rewards us for doing work that is important to our community and vital to our clients. We have attracted and retained the best people available.

We are building something greater for the present, and the future.