Agw Financial Planning logo
VerifiedFinancial Services· Founded 2001

Agw Financial Planning

AGW Financial Planning is a family business, we’re proud to be a partner of M&G Wealth Advice. We’re passionate about delivering straightforward advice, and creating a financial plan tailored to the life YOU want to lead. We understand that no two dreams are the same and take time to understand what is truly important. We work with individuals, families and business owners and believe that real financial planning can change lives. We recognise that things change, and life can’t always be mapped out; that’s why we are dedicated to working with you long term, to ensure your plan remains on track to provide resilience and meet your changing needs and goals. Our advice covers a range of financial areas, including retirement planning, protection, investments, and estate planning. When it comes to helping you plan for your retirement, or enjoying it more if you’re already there, we can deliver advice that’s right for you. The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right.

7-day free trial · no credit card

Employees2(1 to 10)Founded year2001Websitemandg.comLinkedIn profileLinkedIn

Verified contacts

2

available on Kipplo

LinkedIn employees

2

1 to 10 range

Open roles

no listings

Distinct roles

1

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Sign up free to see all 2 verified contacts at Agw Financial Planning

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

2 contacts with verified email or phone · masked until revealed.

Sign up free →

No verified contacts on record for this company yet.

Top roles at Agw Financial Planning

1 distinct titles indexed · top 1 shown.

  • 1financial advisor

Sign up to unlock all 2 contacts at Agw Financial Planning

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 2 verified contacts at Agw Financial Planning

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Agw Financial Planning | Kipplo Discover