Welcome and ...
Independent Professional Advice on Mortgages,, Insurance, pensions and investments.
Online Calculators and Enquiry forms available.
We advise businesses and private individuals on all aspects of financial planning, including: -
- Investment and Savings
- Pensions and retirement Planning
- Estate Planning and Inheritance tax advice
- Mortgages and remortgages
- Life Assurance
As Independent Financial Advisers we are not tied to any single provider and offer financial solutions from the whole of the market.
The Financial Services Authority does not regulate Inheritance Tax Planning
The levels and bases of taxation are subject to change.
The guidance provided within this website is subject to the
UK regulatory regime and is therefore primarily targeted at consumers based
in the UK.
This site does not confer any form of personalised financial advice, should
you wish to receive specific financial advice please contact us.
Ag Wealth Planning is an appointed representative of The M&E Network Ltd, which is authorised and regulated by the Financial Services Authority and is entered on the FSA Register (www.fsa.gov.uk/register) under reference 150463.
Principal: Andrew Gordon LLB, 2a Castle Square, Bangor, Co Down, BT20 4SR