AAG
AAG is a wealth management firm that offers financial advice and education. Founded in 1995, the company focuses on building long-term relationships and providing a comprehensive approach to financial planning.
- Wealth management
- Mortgage brokerage
- Financial education
- Bespoke financial planning
Locations
Competitors
ADL Wealth is a financial advisory firm that provides tailored wealth management solutions to individuals and businesses.
Six Degrees is a wealth management firm that connects wealth with purpose, helping clients discover the purpose of their wealth to create tailored strategies.
Apropos Wealth Management is dedicated to guiding clients towards a stable financial future through personalised service and advanced financial modelling.
InterestMe is a financial planning and wealth management firm that offers bespoke financial advice and innovative investment products.
First Wealth is a financial planning and wealth management firm dedicated to improving clients' financial wellbeing and happiness.
Company Details
AAG is operated by Aagsjp Limited and is a Active company incorporated on 29 April 2003 with the registered office located in Solihull, West Midlands. Aagsjp Limited was registered 22 years ago.
Status
Active
Size
Small
Directors
3
Age
22 years old
Employees
30
Turnover
Unreported
Total Assets
£8.69M
Cash in Bank
£109.88K
Total Liabilities
-£4.3M
Teams
39
18
8
7
5
5
Director & Wealth Manager • Joined Feb 2013
Associate Director & Chartered Wealth Manager • Joined Jul 2018
Manager • Joined Aug 2024
Executive Assistant • Joined Dec 2020
Wealth Manager • Joined Oct 2021
Wealth Manager • Joined May 2021
Wealth Manager • Joined Feb 2021
Wealth Manager • Joined Apr 2019
Wealth Manager • Joined Jun 2018
Wealth Manager
Wealth Manager • Joined Oct 2021
Wealth Manager • Joined May 2021
Wealth Manager • Joined Feb 2021
Wealth Manager • Joined Apr 2019
Wealth Manager • Joined Jun 2018
Wealth Manager
Wealth Manager • Joined Jun 2024
Wealth Manager • Joined Sep 2024
Wealth Manager • Joined Aug 2022
Senior Wealth Manager • Joined Oct 2024
Associate Director & Chartered Wealth Manager • Joined Jul 2018
Manager • Joined Aug 2024
Business Manager • Joined Aug 2024
Business Manager • Joined Mar 2019
Practice Manager • Joined Sep 2023
Head Of Operations • Joined Feb 2022
Group Managing Director • Joined Sep 2010
Business Operations Associate • Joined Mar 2023
Practice Manager • Joined Sep 2023
Associate Wealth Manager • Joined Aug 2024
Associate Wealth Manager • Joined Jun 2024
Associate Wealth Manager • Joined Sep 2023
Associate Wealth Manager • Joined Apr 2023
Associate Wealth Manager • Joined Oct 2023
Associate Wealth Manager • Joined Sep 2023
Executive Assistant • Joined Dec 2020
Practice Manager • Joined Sep 2023
Financial Services Administrator • Joined Feb 2022
Personal Assistant • Joined Jan 2019
Secretary
Director & Wealth Manager • Joined Feb 2013
Senior Growth Marketing Manager • Joined Aug 2024
Consultant
Marketing Assistant • Joined Jun 2024
Marketing Assistant • Joined Jun 2024
View 39 members