About Us

Ag Wealth Planning , staffed by finance professionals with many years experience in the Insurance, pension and mortgage market, provides a high quality across the UK.

With our experience, we have developed an enviable reputation for providing high quality, efficient advice to all our customers.

Our computer databases allow us to keep up to date information on all financial services products and mortgages, ensuring that we are able to find the most suitable product to fit our clients’ individual circumstances.

For a free initial discussion, please do not hesitate to contact us either by our enquiry forms or by telephone.

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 Financial Limited, which is authorised and regulated by the Financial Services Authority. Ag Wealth Planning is entered on the FSA Register (www.fsa.gov.uk/register) under reference 467695 and Financial Limited reference 188153.