Who We Are
AGL Wealth Management Ltd is a firm of Wealth Management and Corporate Services Specialists authorised and regulated directly by The Financial Conduct Authority. Our senior management team has been drawn from some of the UK’s largest financial institutions within the Private Client and Corporate arena, with each senior manager having a minimum of over 20 years industry experience.
We are not tied to any bank, investment house or insurance company, so can always act in your best interests. In this way, we can offer you the widest possible choice of financial options and select the most suitable solutions for you from the entire marketplace.
Our approach has always been to treat all our clients as individuals. We recognise that no two clients are the same, and all have varied circumstances and different financial needs and objectives. We take this as our starting point when we carry out our initial financial review of your financial affairs.
At all times, we focus on certain key drivers:
- tax mitigation
- risk mitigation
- protection of wealth
- estate preservation
Please note that some areas within our holistic wealth management and corporate services propositions are not regulated by the FCA e.g. cashflow modelling, tax and estate planning and employee benefits. We will of course advise you on what specific areas these are when reviewing your options.