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About Us

Our business is built on a strong heritage with roots in financial services for over three decades.

Over the years we have worked tirelessly to obtain positive outcomes for our clients, with our specialist advice ultimately being designed to help achieve the lifestyle you desire.

We retain an enviable reputation for providing the best possible solution to our clients’ financial needs. The evolution of our business is shown in the timeline below

timeline

Whether you are an individual, limited company, partnership or sole trader, our comprehensive range of services enable us to take care of your requirements on a timely and personal basis.

Whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past, taking the first step can be daunting. At AGL Wealth Management our clients appreciate our ability to make the financial advice process both simple and enjoyable. We never forget that our clients have entrusted us with their financial needs.

We ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. We develop a genuine understanding of our clients, their goals and aspirations, and from there we build a plan that takes all of this into account.

Initial Consulation

1. Initial Consulation

Gather Information

2. Gather Information

Design Plan

3. Design
Plan

Present and Discuss

4. Present
& Discuss

Implement Recommendations

5. Implement Recommendations

Ongoing Reviews

6. Ongoing Reviews

Discuss your options for accumulating and preserving wealth with AGL Wealth Management

AGL Wealth Management's advice is tailored to your unique situation, covering both individual and business areas. Having carried out an in-depth investigation and analysis of your unique financial circumstances, we then propose a robust financial strategy and course of action.

To review your situation and discuss the options available, please contact AGL Wealth Management for further information.

Glasgow Office Tel: 0141 348 7710 Email: glasgow@aglwealth.com
Kilmarnock Office Tel: 01563 537777 Email: kilmarnock@aglwealth.com

HEAD OFFICE

AGL Wealth Management Ltd
241 St Vincent Street,
Glasgow G2 5QY

Tel: 0141 348 7710
Email: glasgow@aglwealth.com

KILMARNOCK OFFICE

AGL Wealth Management Ltd
37 Portland Road,
Kilmarnock KA1 2DJ

Tel: 01563 537777
Email: kilmarnock@aglwealth.com

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