Expertise
- Wealth Management
- Inheritance Tax Planning
- Tax Planning
- Protection
- Pension Transfers
- Wills
- Pensions
- Corporate Investment
- Pension Planning
- Investment
- Later Life Planning
- Income Protection
- Critical illness cover
- key person insurance
- Business Protection
- Business Financial Advice
- ISA
- Trust
- VCT & EIS
- Invesment Planning
- Investment Bonds
Summary
As a Financial Planner, my main goal is to take a holistic approach to providing accessible financial advice and education for clients, that can be tailored to their specific goals and needs.
With an awareness of the dynamic nature of my client’s lives, I aim to build ongoing long-term relationships with my clients to help them to build adaptable plans in order to allow them to achieve their financial goals, a greater knowledge of their finances and financial security.
I specialise in the following key areas of financial advice:
- Pension & Retirement Planning
- Investment Planning
- Protection/Life Assurance
- Inheritance Tax Planning
- Tax and Trusts
At AAG Wealth Management, we provide advice on a range of areas, including Investment Planning, Retirement Planning, Protection Planning and Inheritance Tax Planning, to name a few. At AAG Wealth Management, we can also offer Financial Education in the Workplace and Employee Benefits.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
AAG Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
AAG Wealth Management is a trading name of AAGSJP Ltd.
Experience
-
AAG Wealth Management
Wealth Manager
- Current
Education History
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Diploma in Regulated Financial Planning
Chartered Institute of Insurance
2020 - 2021 -
Geography
University of Liverpool
2017 - 2019
Qualifications
Diploma in Regulated Financial Planning
Mortgages
1st Class Degree in Geography
