AGL Wealth Management Ltd

Independent Financial Adviser 23 Melville Street, Edinburgh, EH3 7PE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
We are the complete wealth management solutions firm of choice across central Scotland.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
Meet our advisers
Steven Sweeney
Senior Wealth Manager
Accreditations
Chartered Financial Planner
Where to find us

23 Melville Street, Edinburgh, EH3 7PE

Make an enquiry
About us

There can be no doubt that professional advice, received at the right time, can be of significant benefit to individuals and businesses. We offer this advice in a fair and impartial manner, explaining in clear and simple terms what can be reasonably expected from any strategy or plan adopted. We then commit to a comprehensive on-going review service, designed to monitor the effectiveness of the strategy and to keep the client on track. We also work with other specialist advisers to ensure we provide a holistic wealth management proposition.

Our services

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 solutions. 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 attracted and retained the best people available.

Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000