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Specialist Financial Adviser Appointments and Continued Growth at AGL Wealth Management Ltd

Date post: 15-Jul-2015
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Specialist Financial Adviser Appointments and Continued Growth at AGL Wealth Management Ltd AGL Wealth Management is delighted to announce two new recent appointments to their Edinburgh Office. Justin Corliss (APFS), Chartered Financial Planner, has been appointed Employee Benefits Consultant with responsibility for increasing AGL’s market share in the pensions auto-enrolment and employee benefits sector, while growing their business consultancy proposition. Justin has over 17 years industry experience and came to AGL Corporate Services as a Pensions Specialist. Ashleigh Taylor (DipPFS), Financial Planner, will be responsible for advising employees, affluent retirees and professional connections within AGL’s Financial Planning proposition. Ashleigh has over 14 years industry experience working with a large Life & Pensions Provider and an Edinburgh city centre wealth management firm. Commenting on these appointments Steven Sweeney (FPFS), Chartered Financial Planner & Senior Wealth Manager, says. “These new appointments demonstrate our commitment to grow and develop our Edinburgh Office by providing specialist advisers covering all three AGL propositions (Wealth Management, Corporate Services and Financial Planning), and we will be looking to add more financial professionals during the year ahead.” AGL Corporate Services is a trading style of AGL Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 06911689 Registered Office: 1st Floor, 2 Woodberry Grove, North Finchley, London N12 0DR. The value of your investments can go down as well as up and you may not get back the original amount invested. Edinburgh Office: 23 Melville Street, Edinburgh EH3 7PE Tel: 0131 240 3830 [email protected] | [email protected] Glasgow Office: 69 Buchanan Street, Glasgow G1 3HL Tel: 0141 314 3765 www.aglwealth.com | www.aglcorpserv.com The complete wealth management and corporate solutions firm
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Specialist Financial Adviser Appointments and Continued Growth atAGL Wealth Management Ltd

AGL Wealth Management is delighted to announce two new recentappointments to their Edinburgh Office.Justin Corliss (APFS), Chartered Financial Planner, has been appointed Employee BenefitsConsultant with responsibility for increasing AGL’s market share in the pensions auto-enrolmentand employee benefits sector, while growing their business consultancy proposition. Justinhas over 17 years industry experience and came to AGL Corporate Services as a PensionsSpecialist.

Ashleigh Taylor (DipPFS), Financial Planner, will be responsible for advising employees,affluent retirees and professional connections within AGL’s Financial Planning proposition.Ashleigh has over 14 years industry experience working with a large Life & Pensions Providerand an Edinburgh city centre wealth management firm.

Commenting on these appointments Steven Sweeney (FPFS), Chartered Financial Planner &Senior Wealth Manager, says.

“These new appointments demonstrate our commitment to grow and develop ourEdinburgh Office by providing specialist advisers covering all three AGL propositions(Wealth Management, Corporate Services and Financial Planning), and we will be looking toadd more financial professionals during the year ahead.”

AGL Corporate Services is a trading style of AGL Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority.

Registered in England No. 06911689 Registered Office: 1st Floor, 2 Woodberry Grove, North Finchley, London N12 0DR.The value of your investments can go down as well as up and you may not get back the original amount invested.

Edinburgh Office: 23 Melville Street,Edinburgh EH3 7PE

Tel: 0131 240 [email protected] | [email protected]

Glasgow Office: 69 Buchanan Street, Glasgow G1 3HL

Tel: 0141 314 3765www.aglwealth.com | www.aglcorpserv.com

The complete wealthmanagement and

corporate solutions firm

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