CLARITY  |  TRUST  |  INTEGRITY
Down

Our People

At AGL Wealth Management we truly believe our team is our biggest asset. At the heart of our ethos is our rapport and relationship with our clients, and that begins with our team.

Glasgow Office

Craig Gibson MIoD - Chief Executive Officer

Craig is the founder and Managing Director of AGL Wealth Management Ltd, which opened its Head Office in Glasgow in 2009 followed by their Edinburgh Office in 2011.

As Managing Director, Craig is directly responsible for corporate strategy and compliance oversight. Craig also works closely with other professionals, including accountants and solicitors, to develop our ‘preferred partner’ relationships within our Private Client and Corporate brands, thus ensuring AGL provides a holistic approach to our clients’ financial goals and aspirations.

Having started his career in the Financial Services industry in 1987 with RBS Group, Craig proceeded to hold various senior advisory positions within Bancassurance and the Investment Services Division between 1992 – 2000. In 2000, Craig was instrumental in setting up RBS Private Banking in Scotland, becoming the Area Manager for North, West and South areas. The following 4 years proved to be significant in terms of growth and success within RBS Private Banking, at which time Craig became a founding member of RBS Private Clients in 2004, being appointed as Senior Manager for Scotland and North England.

Craig is a member of the Institute of Directors and the Association of Member Nominated Trustees.

Outside of work, Craig enjoys spending time with his two wonderful children, is an armchair football fan and enjoys cycling.

john

Lynn Manley - Head of Operations

Lynn has been with AGL Wealth since its inception in 2009, having joined from Rita Rusk International Ltd where she worked for 19 years and held various senior positions in the accounts department, events management and was also PA to Rita Rusk.

Just like any other business the back office and operations of the firm are a crucial part of growing a successful business and delivering on the promise of great client service. Lynn was instrumental in setting up and developing our back office systems and now manages our technology and accounts processes. At AGL Wealth, Lynn is also responsible for all marketing, branding and PR related activity and manages all external communications.

Since joining AGL she has gained a broad level of knowledge and experience in our very busy and constantly changing world of legislation and compliance. Lynn is very customer driven and focused on the continuing success of AGL

john

Allan Stobo DipPFS - Head of Office

Allan joined the Financial Services Industry in 1989 having started his career with a leading Bank. He subsequently worked with a major Life Company and then a National Independent Financial Adviser Firm specializing in investment and retirement planning.

Before joining AGL Wealth Management in 2009, Allan held the position of Senior Private Banking Manger in Glasgow with The Royal Bank of Scotland Private Banking Division.

Allan’s experience includes working with a broad range of clients, from high earning entrepreneurs and professionals to owners and directors of household name companies. Understanding the demand for truly client focused, impartial and bespoke financial planning, retirement planning and investment planning he has long been a proponent of true financial planning aligned with clients’ overall objectives in life as opposed to transactional, sales driven relationships.

Allan holds the Diploma in Financial Planning is a member of the Personal Finance Society and is working towards Chartered status.

john

Steven Sweeney FPFS IMC - Senior Wealth Manager

Steven joined AGL Wealth Management in April 2011 in our Edinburgh office. Steven is a Chartered Financial Planner and a Fellow of The Personal Finance Society (PFS). He also holds the Investment Management Certificate (IMC). Steven has 23 years industry experience and has worked in the Private Client/ High Net Worth marketplace since 2000.

Steven joined the finance industry as a financial consultant in 1993 with Royal Scottish Assurance (RBS). He also worked as an investment services consultant (covering Scotland) advising on portfolio management and discretionary management before helping establish RBS Private Banking in Scotland in 2001. He is a knowledgeable and experienced financial services professional with extensive banking and investment experience and strong relationship management skills.

Steven is an enthusiastic if not competent golfer and also enjoys watching football and travelling.

john

Andrew May DipPFS - Senior Wealth Manager

Andrew has worked in Financial Services since 1985 and during his career has worked for two major banks and two Independent Financial Adviser firms.

During his career, he has advised both in the personal and business market but has also dealt in the High Net Worth arena and specialized in Inheritance Tax solutions. He holds the Diploma in Financial Planning, is a member of the Personal Finance Society and is presently working towards Chartered status.

Andrew joined AGL in January 2012 in the Glasgow office and is able to offer clients a very personalized, bespoke service to achieve their financial goals and objectives where long term relationships are the key.

When not working, Andrew enjoys time with his family, watching his son playing football and is a keen if fairweather golfer.

john

Lesley Ross DipPFS - Wealth Manager

Lesley has been with AGL Wealth since January 2013 and has more than 25 years’ experience in Financial Services. Lesley’s role as Financial Planner means she is dealing with the full range of Financial Services across a broad range of clients. Lesley also provides Financial Planning support to the Wealth Management and Corporate Services brands within AGL.

She holds Diploma in Financial Planning and brings a great deal of experience and knowledge to the team.

Away from work Lesley enjoys spending time with her family and keeping fit at the gym

john

Karin McMurray ACIBS APFS - Senior Wealth Manager

Karin joined AGL Wealth Management in 2013. Karin is a Chartered Financial Planner, a member of the Personal Finance Society and an Associate of the Chartered Institute of Bankers.

Karin has worked in the financial services industry for over 25 years and she specialises in the provision of advice in all areas of financial planning and wealth management to high net worth individuals and corporate organisations.

Karin is totally loyal to her clients and her service objectives to simplify clients’ finances, reduce their tax exposure, and maximise their returns have always remained the same throughout her career.

In her spare time Karin enjoys spending time with family, keeping fit and fine dining.

john

Mandy McSorley - Wealth Services Executive

Mandy joined AGL Wealth in May 2017 as our Wealth Services Executive, working closely with our Senior Wealth Managers and providing support to our Operations Manager. Mandy is a highly experienced administrator who previously worked with 2 large IFA firms in Glasgow and Edinburgh for 4 years and previously worked as a legal secretary for 7 years looking after Senior Partners and Directors.

With a great attention to detail and a strong focus on customer service, Mandy has been a great addition to the AGL Team.

john

Amber-Rose Gibson - Wealth Services Executive

Amber joined AGL Wealth in August 2018 as our Financial Services Executive, with the responsibility of enhancing our back-office administration and customer service levels. Amber will directly support our financial advisers and also our corporate services team.

Prior to joining AGL Wealth, Amber spent 6 years working with some of the UK’s largest PLC’s within frontline sales and customer services, where she helped shape her offices’ commitment to client retention and growth.

As an engaging team player, with a dedication and drive towards personal and company goals, we believe that Amber will achieve her long-term ambition of becoming a qualified Mortgage Adviser with AGL Wealth Management.

john

Arrange an initial meeting with a member
of AGL Wealth Management’s team

Our clients seek independent financial advice for different reasons, but ultimately it is for guidance, knowledge and reassurance. At AGL Wealth Management, we pride ourselves on keeping things simple and straightforward in order that the right decisions can be made for your unique requirements.

To arrange a meeting, please contact AGL Wealth Management – we look forward to hearing from you.

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

Knowledge Centre

To download our personal finance magazines and financial guides, simply register your name and email address.


Top