Who we are
The team at AAG Wealth Management work closely with their clients to take them through our two stage approach to wealth management:
1. Housekeeping
2. Planning
The Wealth Managers are just part of a dynamic team, who are dedicated to continuously deliver on the AAG Wealth Management service charter. Everyone is dedicated to ensuring our clients’ expectations are exceeded.
Richard Balaes has expanded the original company into a group of related operations known as AAG Wealth Management.
For more information about the individuals that make up the management team at AAG, you can visit the main AAG website*: www.aag.co.uk
Please note that clicking a link will open the external website in a new window or tab.
* Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James's Place.
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
