Experience

AGL Wealth Management Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Wealth Services Executive

  • Jan 2013 - 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.Lesley’s role as Wealth Services Executive encompasses dealing with the full range of Financial Services products assisting the advisors in the job of providing financial advice. She holds Diploma in Financial Planning and brings a great deal of experience and knowledge.



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Tied Agent

  • 1993 - Jun 2012

  Financial Planning Manager dealing with RBS customers Financial Planning Manager dealing with RBS customers