About AGL Wealth Management
AGL Wealth Management is a company based in Glasgow (United Kingdom) founded in 2009 was acquired by IWP in February 2020. It operates as a Professional Services. The company has 9 employees as of September 30, 2019. AGL Wealth Management offers products and services including Private Client Services, Corporate Services, and Professional Partners. AGL Wealth Management operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Foster Denovo, Fidelius, Manchester Capital Management and Aspire Family Office, among others.
- Headquarter Glasgow, United Kingdom
- Employees 9 as on 30 Sep, 2019
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Iwp Financial Planning Limited
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
9
as on Sep 30, 2019
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Acquired by
IWP
(Feb 10, 2020)
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Products & Services of AGL Wealth Management
AGL Wealth Management offers a comprehensive portfolio of products and services, including Private Client Services, Corporate Services, and Professional Partners.
Tailored financial advice is provided for individual circumstances.
Financial guidance is offered to companies and management.
Collaborative expertise is integrated for holistic client advice.
Funding Insights of AGL Wealth Management
Detailed funding history for AGL Wealth Management
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Investors in AGL Wealth Management
AGL Wealth Management has secured backing from 1 investor. Prominent investors backing the company include IWP Financial Planning.
| Investor | Description | Founded Year | Domain | Location |
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Personalized financial planning is offered by a nationwide team.
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Locked | Locked | Locked |
Investor details for AGL Wealth Management
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Investments & Acquisitions by AGL Wealth Management
Investment portfolio details for AGL Wealth Management
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Financial Statements - AGL Wealth Management
Detailed financials for AGL Wealth Management
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Agl Wealth Management Comparisons
Peer comparison for AGL Wealth Management
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Competitors of AGL Wealth Management
AGL Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Foster Denovo, Fidelius, Manchester Capital Management and Aspire Family Office, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Multi-family office services are provided to high-net-worth clients.
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Financial planning and advisory services are provided to clients.
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Provider of wealth management services
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Multi-family office services are provided for wealth management.
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Provides wealth management, off-market investments, and financial planning for high-net-worth clients.
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Detailed competitors of AGL Wealth Management
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Latest news on Agl Wealth Management
Complete news archive for AGL Wealth Management
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Frequently Asked Questions about AGL Wealth Management
AGL Wealth Management was founded in 2009.
AGL Wealth Management is headquartered in Glasgow, United Kingdom. It is registered at Glasgow, Scotland, United Kingdom.
As of Sep 30, 2019, the latest employee count at AGL Wealth Management is 9.
AGL Wealth Management is recognized as an Independent Financial Adviser based in Glasgow, offering tailored financial solutions. Services are provided to high net-worth individuals, trustees, directors, and companies. Comprehensive advice is delivered on financial planning, asset allocation, pensions, protection, succession, tax planning, investment management, and estate strategies. The focus is placed on long-term wealth creation and securing prosperous futures for clients across personal and corporate sectors.
AGL Wealth Management's top competitors include Stonehage Fleming Family & Partners, Foster Denovo and Fidelius.
AGL Wealth Management offers Private Client Services, Corporate Services, and Professional Partners.
AGL Wealth Management has 1 investor. Key investors include IWP Financial Planning.