We help busy professionals and business owners align their money and profits with their life through simple, goal based financial planning, saving time, effort and most importantly offering peace of mind. Whatever the journey, we’ll help you find your way.
Be it planning for your children’s future, getting your first step on the property ladder, or setting up your investment plans to help you in retirement. We’re here for you.
AGA 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.
Company Details
- Employees
- 1
- Founded
- -
- Address
- St James’s Place House, Central Boulevard, Blythe Valley Park, Shirley, Solihull, West Midlands B90 8ar, Solihull,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.agawm.co.uk
- Keywords
- Retirement planning, Existing pension advice, Investment planning, ISAs, Junior ISAs, Unit trusts, Children’s pensions, Education free planning, Protection planning, Inheritance tax planning, Business protection, Employee education for financial wellbeing, Trust planning, Private client services.
- HQ
- Solihull
Aga Wealth Management Questions
Aga Wealth Management's website is http://www.agawm.co.uk
Aga Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/aga-wealth-management
Aga Wealth Management has
1 employees.
View email and phone details for 1
employees at Aga Wealth Management.
Aga Wealth Management's industry is
Financial Services
Aga Wealth Management's top competitors are
Derngate Wealth Management,
Omega Wealth & Finance,
Henson Crisp Ltd - Independent Financial Advisers,
Coels & Co. Private Wealth Management,
The Sovereign Atlas,
Mitchell Wealth Management,
Hampton Wealth Group,
The Ulfath Foundation,
Age Uk Solihull,
Murfitt Wealth Management.
Aga Wealth Management's categories are Financial Services
Aga Wealth Management's founding year is 2021
