Quite simply, we put ourselves in your shoes; only providing advice that we would want in your position.
We strongly believe that quality matters, so we only provide the very best – from the best advice to the best personal service. And, whilst Wealth Management is at the heart of AAG, our other services include:
– Corporate Services
– Financial Education
– Legal Services
– Tier 1 Visa Applications
– Foreign Exchange
Our unique approach and complete focus on our clients as individuals is why they become clients for life.
AAG Wealth Management (AAG) was founded in 1995 and backed by Lord Jacob Rothschild. We set out to provide sound, holistic financial advice.
Over the years, that objective has remained at the core of AAG. Our Wealth Management arm of the group has won numerous awards, which have been presented by notable luminaries including, Bill Clinton, Al Gore, Christopher Reeve, Lord Sebastian Coe, and The Rt. Hon. Lord Michael Heseltine.
Based in Mayfair, the Group has evolved and includes a CIMA regulated accountancy firm and a regulated mortgage brokerage amongst others.
The achievements and successes we have been recognised for is testament to the work we do and, as a result, we have built a reputation second to none for innovative, tailored advice.
We take a ‘family office’ view to personal finance, with a complete focus on the client as an individual. Their confidence in us comes from our approach – we put ourselves in their shoes; only providing advice that we would want in their position.
Financial services may appear intimidating, but it doesn’t need to be. We guide our clients through the various facets of their personal finances; from financial plans, investments, legal issues, mortgages and accounting concerns, our qualified and experienced professionals are always on hand to provide the relevant assistance.
We are a leading mid-tier firm of Chartered Accountants and tax advisers in central London, providing advice to entrepreneurs, fast-growing and owner-managed businesses, charities and not for profit organisations across the UK and internationally.
As a mid-tier firm we’re large enough to provide a wide range of services, yet small enough to offer a personal, responsive approach.
In 2014, we were voted Mid-Tier Firm of the Year at The British Accountancy Awards.
We’re also proud to have been ranked in the top five firms for the last ten years for ‘charity expertise’ in the Charity Finance Audit Survey. In 2016 we were voted number one for ‘charity expertise’ and number two for ‘overall service’.’
Established in 1989, Killik & Co provides wealth planning, investment management and advisory stockbroking services, with access to all major asset classes – equities, fixed income bonds, offshore bonds, commodities and currencies – in over 30 markets worldwide.
The Family Office goes beyond the management of investments by utilising Killik & Co’s considerable strengths and relationships with professional advisors to assist clients with their personal UK and overseas lifestyle interests.
For businesses and individuals the full range of needs including: Audits – Ltd companies, Charities, Pension Funds, Property Service charges; Accountancy ﾖ bookkeeping, payroll, management and annual accounts or future forecasts, budgets and cash flows; Taxation ﾖ calculation and planning for IT, CT, VAT, CGT, IHT etc