I have been helping clients make major financial decisions since 2004. During this time, I spent a few years in the Gulf Region advising professional expatriates. I assisted not only British, but clients from a wide variety of nationalities whose needs sometimes spanned across multiple jurisdictions. This was a very interesting and challenging experience, however my biggest learn was that that the universal themes of 'trust' and building long lasting 'relationships' certainly formed the basis of a successful journey that my clients embarked on to achieving financial security for themselves, their families, and their businesses.

After my return to the UK, I was fortunate enough to join the St. James's Place Group within their leading national Academy programme as a development manager, assisting newly qualified financial Advisers to develop their skills, knowledge, and expertise to create successful advice businesses. This valuable experience of working with some highly talented individuals re-ignited my spark to continue serving clients and AGA Wealth Management was born.

At AGA Wealth Management, our ethos is keeping our clients' needs and expectations as our main focal point. Early on in my career I was taught a valuable lesson i.e., ‘take care of your clients and they will take care of you’! This statement has been the foundation that I have applied throughout my career and will remain monumental especially as we continue to face economic uncertainty along with constantly changing legislation. We remain side by side with our clients through changing circumstances to support them in remaining on track for their plans to achieve the financial future that they envisage and deserve.

Our core services include retirement planning, education fee planning, saving and investment planning, protection and IHT planning whilst for the corporate sector we are keen to improve employee engagement and wellness in the workplace through financial knowledge. With the support of the St. James's Place Group, we are well placed to support individual clients and corporations with bespoke advice and solutions.

Improving the financial wellbeing of our clients remains at our epicentre. We realise, there is a huge need for sound financial advice and knowledge within our society and we’re always open to a conversation with anyone to help with general and specific information as required.