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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.

Kilmarnock Office

John Roberts - Head of Office

John established Gilmour Hamilton Financial Planning Division in 1993 having worked for Standard Life for 5 years as a Financial Consultant. Over the years John has gained a wealth of experience in Financial Planning and Wealth Management advising business owners, busy professionals and families with complex affairs on all aspects of personal financial planning, including tax, pension, investment and estate planning.

john

Craig Roberts - Senior Wealth Manager

Craig has been working in financial services since 1995, originally working in the Life and Pension industry in Edinburgh before joining Gilmour Hamilton as a trainee adviser in 1998.  Having qualified the following year, Craig has successfully become a valued part of our Wealth Management Team; an experienced financial planner with a proven track record in providing appropriate solutions for a wide variety of clients. 

craig

Paul O’Shea - Operations Manager

Having graduated with an Honours Degree in Accountancy and Finance, Paul joined the firm in 2009 and has a wealth of technical knowledge in relation to pensions, tax and trust planning.  He also assists John in ensuring that all systems, controls and regulatory aspects of the business  are managed effectively.

paul

Sean Roberts - Investment Research

Sean has worked with Gilmour Hamilton since his graduation from Stirling University in 2012. Sean is an investment specialist who is responsible for the ongoing investment research and analysis that make up AGL Wealth Management’s investment proposition. Sean continues to study with the aim of one day becoming an Investment Manager.

sean

Amy McGavin - Wealth Services Executive

Amy has worked with Gilmour Hamilton since 2017. Before joining the firm Amy completed her SVQ 3 in Business and Administration. She assists the advisers and other team members in client servicing and support. Amy helps ensure all client expectations are fulfilled and that they have a pleasant and professional experience when they visit the AGL Wealth Management office.

amy

Katie Summers - Paraplanner

Katie attained her BAcc degree in Accountancy at Glasgow University and worked in an Accountancy practice before joining Gilmour Hamilton in 2018. Katie works closely with the team providing administration and technical support to the Wealth Managers in the preparation of client reports and recommendations. She is currently studying with the aim of one day becoming a qualified Investment Manager.

katie

Ruairidh Turnbull - Wealth Services Executive

Ruairidh is the most recent addition to the Gilmour Hamilton team joining in 2019. Ruairidh’s role is to provide high level of support to our Wealth Managers and paraplanners, while adhering to regulatory standards and ensuring that clients receive a personalised and first class service. He will gain exposure to all aspects of the business whilst continuing to develop in his role in client servicing and support.


sean

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

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