Financial Planning
Whether you are looking for personal or business banking, wealth management or tax planning, investments, insurance or retirement provision, AAG can provide a distinctive service to cater for your needs - protecting and promoting your assets.
Who We Are
AAG was established in 1995 to provide expert financial advice on behalf of St. James's Place plc (formerly J. Rothschild Assurance). Recognising that each financial situation is unique, we provide face-to-face advice, specialising in the needs of higher net worth clients.
Superior Investment Management
How can we ensure our clients aim to obtain consistent, superior investment performance over the long term? The answer lies in the distinctive approach that St. James's Place plc has to investment management.
They have hand picked a number of respected investment houses to look after your funds. An Investment Committee, chaired by one of the most senior figures in the UK financial services industry, Sir Mark Weinberg, monitors their performance.
First Class Banking
St. James's Place Bank, a division of Halifax plc, offers the services you would expect from first class personal or business banking. In addition the bank has higher rates of interest on larger deposits and interest is calculated on the combined balance of your current account and savings, whilst offsetting credit balances against any borrowing.
Looking After Your Business
Our advice extends seamlessly from your personal finances to protecting and planning for your business interests.
In particular, we strive to provide tailor made business solutions in keyman insurance - protecting your business from the potentially devastating financial effects of death or serious illness of key personnel.
We are happy to work alongside your other professional advisers, including solicitors and accountants, to provide a complementary service and a fresh perspective. The emphasis is on maintaining a long-term relationship by acting as a source of trusted advice as your financial needs evolve over the years.
Interested in finding out more?
Call us on: + 44 207 016 6767
Alternatively, click above to email your enquiry.