AGL Wealth Management
AGL Wealth Management is an independent financial advisory firm with over three decades of experience in providing wealth management advice to individuals, trustees, and businesses. They focus on financial solutions that align with their clients' personal goals and lifestyle aspirations.
- Pensions advice
- Employee benefits
- Corporate services
- Financial protection
- Investment management
- Inheritance tax planning
Digital Popularity
Social Media
LinkedIn416 Followers
Competitors
Lairgate Financial is an independent financial advisory firm based in Beverley, East Yorkshire, providing tailored financial advice to individuals and businesses.
People and Business IFA are Independent Financial Advisers dedicated to assisting private individuals and business owners in managing their financial affairs.
Argyle Consulting Limited is an independent financial advisory firm that provides a comprehensive range of financial advice to individuals, companies, trustees, and charities throughout the UK.
Company Details
AGL Wealth Management is operated by IWP Financial Planning Limited and is a Active company incorporated on 10 January 2001 with the registered office located in Coventry, Warwickshire. IWP Financial Planning Limited was registered 24 years ago.
Status
Active
Size
Unreported
Directors
9
Age
24 years old
Employees
115
Turnover
£13.28M
Total Assets
£38.97M
Cash in Bank
£1.21M
Total Liabilities
-£11.37M
Teams
12
4
3
3
1
2
Chief Executive Officer • Joined May 2009
Wealth Manager • Joined Jun 2009
Wealth Services Executive • Joined Jan 2013
Wealth Services Executive • Joined Jun 2020
Head Of Office
Client Services Manager • Joined Jan 2009
Office Administrator • Joined Dec 2020
Customer Services Administrator • Joined Oct 2024
Client Service Administrator • Joined Nov 2024
Paraplanner • Joined Oct 2018
Head Of Office
Office Administrator • Joined Dec 2020
Customer Services Administrator • Joined Oct 2024
Client Service Administrator • Joined Nov 2024
Wealth Manager • Joined Jun 2009
Paraplanner • Joined Oct 2018
Chartered Financial Planner • Joined Apr 2010
Chief Executive Officer • Joined May 2009
Head Of Office
Client Services Manager • Joined Jan 2009
Intern
Wealth Services Executive • Joined Jan 2013
Wealth Services Executive • Joined Jun 2020
View 12 members