Experience

AGL Wealth Management Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • May 2009 - Present

  AGL Wealth Management Ltd is a firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority. Our senior management team has been drawn from some of the UK’s largest financial institutions within the Private Client and Corporate arena, with each senior manager having a minimum of over 20 years industry experience. Our ethos is to devise and implement practical yet innovative wealth management and corporate solutions that are tailored to meet each of our clients’ specific needs. 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 situations. We believe that 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 also attracted and retained the best people available. Show less



AGL Corporate Services

• Glasgow & Edinburgh, United Kingdom

• Managing Director

  • Aug 2013 - Present

  AGL Corporate Services believe in creating a 'problem-solving' culture when it comes to working with our corporate clients. This ultimately means building a team of trusted and specialist advisors to ensure we provide a holistic wealth management and corporate proposition at all times. There can be no doubt that professional advice, received at the right time, can be of significant benefit to individuals and businesses. We offer our clients 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. In a highly competitive business environment the difference between success and failure can often be measured by the quality of a company’s workforce. More often than not, it is their skills and abilities which are the key factors in shaping the success of the organisations that employ them. However, recruiting and retaining people with the right kinds of skills and attributes can prove difficult. At AGL, we believe that securing their commitment and loyalty is therefore of paramount importance, and one of the most effective ways of achieving this is through the provision of additional employee benefits. Show less



Sunrise (UK) Properties Ltd

• Glasgow & London, United Kingdom

• Managing Director

  • Sep 2010 - Present

  Sunrise (UK) Properties Ltd, is a Real Estate Investment Company with boutique developments in the heart of London's Knightsbridge area. Sunrise (UK) Properties Ltd, is a Real Estate Investment Company with boutique developments in the heart of London's Knightsbridge area.



AGL Financial Group Ltd t/a AGL Consultants

• Glasgow, United Kingdom

• Managing Partner

  • Jan 2009 - Present

  AGL Consultants is a Firm with an enviable world-wide network of professional business partners who have vast experience in working with private, corporate and trust providers. We offer specialist advice on Corporation Tax, Income Tax, Inheritance Tax, Capital Gains Tax and Stamp Duty. We are dedicated to providing solutions to private individuals and commercial businesses across a full range of core disciplines. AGL Consultants is a Firm with an enviable world-wide network of professional business partners who have vast experience in working with private, corporate and trust providers. We offer specialist advice on Corporation Tax, Income Tax, Inheritance Tax, Capital Gains Tax and Stamp Duty. We are dedicated to providing solutions to private individuals and commercial businesses across a full range of core disciplines.



Town & Country Scotland

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Managing Director

  • Dec 2018 - Jun 2023

  Town & Country Scotland is a proud firm of property professionals that believe in delivering outstanding customer service to our clients. We have always used modern thinking and a traditional approach. Our comprehensive service covers sales in residential property, commercial property and land through our low-cost estate agency service and monthly online property auctions covering all of Scotland. As we are part of a National Network, we can offer our clients maximum marketing exposure to ensure the widest possible coverage with the view to finding the right buyer for their property or land, and in the quickest possible time - our growing 5 Star Google Reviews are testament to that. If you need free advice on selling your property or land, then please call us on 0141 348 7590 or email admin@tcpa.co.uk where we will be delighted to help you. Show less



The Chartered Institute of Payroll Professionals (CIPP)

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Regional Co Chair - Friends of automatic enrolment

  • Jun 2015 - Jan 2017

  Vision - Every employer staging auto-enrolment will be able to demonstrate they have taken reasonable steps to make an informed choice over their workplace pension. Objectives - To ensure that employers are aware that they have a duty to choose a suitable pension in readiness for auto-enrolment. To work with the Pension Regulator to articulate “what makes a good workplace pension”. To work with intermediaries (AE software providers, agents and advisers) to improve understanding of the importance of choice , what makes for good and how to choose. To encourage due diligence to be carried out in the choice of pensions. Scope and deliverables - The Pension Regulator has produced guidance to help employers choose a pension. However many employers are not expected to be offered choice. There is a trend to offering deals through affinity groups or to books of clients. While we understand the importance of default mechanisms, this task force will encourage employers to look beyond the “pre-selected” solution. The task force will lobby Government to improve not just the quality of decision making , but the documentation of “how and why” the choice of workplace pension was made. We see this as essential to the old governance of auto-enrolment and to always be in the member’s interest. We will lobby for not just choice, but evidence of choice to be a duty of the employer. For the vision of the task force to be realised, employers will need to engage, get educated and feel empowered to sign off such a document. Engaging, educating and empowering employers to take informed decisions depends on ready access to relevant information and data, the Choices group will lease with other task forces to achieve this. Show less



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Financial Advisory and Management

  • Aug 1987 - Jan 2009

  2004 - 2009 Founding member of RBS Private Clients / Senior Private Client Manager, Scotland & North England / providing holistic wealth management advice to UHNW clients and management of support staff. 2000 - 2004 Instrumental in setting up RBS Private Banking in Scotland / Area Manager for North, West & South areas / Responsible for recruitment of Private Banking Managers and Private Banking Centre staff, direct management of regulatory advice, business development and performance of Private Banking Managers in designated areas. 1999 - 2000 Seconded to Newton Investment Management / Investment Services Consultant, Scotland / providing investment advice on Newton's global thematic approach to RBS's HNW clients through segregated and collective portfolios. 1992 - 1999 Royal Scottish Assurance / Financial Planning Manager, Glasgow Premium Unit / providing wealth solutions and advice to HNW clients. 1987 - 1992 RBS Branch Banking / Group Business Development Officer, Glasgow East / co-ordinating branch sales and managing performance of Business Development Officers within the largest group of branches in Glasgow. Show less