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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.