Agl Wealth Management Ltd
AGL Wealth Management Ltd is a firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority. Our senior management team has been drawn from some of the UK’s largest financial institutions within the Private Client and Corporate arena, with each senior manager having a minimum of over 20 years industry experience. Our ethos is to devise and implement practical yet innovative wealth management and corporate solutions that are tailored to meet each of our clients’ specific needs. Our dedication in working with our clients towards their goals has created a powerful bond of trust and respect that is admired by our business partners and competitors. Our proven track record and high net worth industry experience provides our clients with unbiased answers and solutions tailored to their needs and situations. We believe that our commitment to learning and continual improvement is unparalleled in the industry. This environment has fostered decision making that energises and rewards us for doing work that is important to our community and vital to our clients. We have also attracted and retained the best people available.
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Verified contacts
8
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- LM
Lynn Manley
Client Services Manager · Customer/Client Service
EmailPhone - PO
Paul Oshea
Wealth Manager · Finance & Accounting
EmailPhone - SS
Steven Sweeney
Chartered Financial Planner · Finance & Accounting
EmailPhone - HM
Heather McLaren
Office Administrator · General Business & Management
EmailPhone - KS
Katie Summers
Paraplanner · Finance & Accounting
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Agl Wealth Management Ltd
6 distinct titles indexed · top 6 shown.
- 2wealth services executive
- 1chartered financial planner
- 1client services manager
- 1office administrator
- 1paraplanner
- 1wealth manager
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