A&G Financial Planning Limited is a local company with a number of experienced Financial Advisers situated across Scotland. As a partner of M&G Advice, they have over 16 years of combined experience in the financial services industry.
A&G Financial Planning Limited helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.
Quite simply, A&G Financial Planning Limited provides sound, personal and expert advice.
Meet the team:
Alan has been a Financial Adviser for 13 years and holds the CII Diploma in Financial Planning. After nine successful years with Prudential Financial Planning as a financial adviser, senior financial adviser, Area and Regional Manager, Alan was delighted to establish A&G Financial Planning Limited along with his son Gary, as part of M&G Advice.
In what spare time he has, Alan enjoys travelling, reading and playing the occasional game of golf.
Gary has been a Financial Adviser for three years and holds the CII Diploma in Financial Planning. After three successful years as a financial adviser with Prudential Financial Planning, Gary was delighted to establish A&G Financial Planning Limited, as part of M&G Advice.
In his spare time, Gary enjoys spending time with his wife and twin girls and is a keen runner and hill walker.
Alan has been a Financial Adviser for 13 years and holds the CII Diploma in Financial Planning. After nine successful years with Prudential Financial Planning as a financial adviser, senior financial adviser, Area and Regional Manager, Alan was delighted to establish A&G Financial Planning Limited along with his son Gary, as part of M&G Advice.
In what spare time he has, Alan enjoys travelling, reading and playing the occasional game of golf.
Gary has been a Financial Adviser for three years and holds the CII Diploma in Financial Planning. After three successful years as a financial adviser with Prudential Financial Planning, Gary was delighted to establish A&G Financial Planning Limited, as part of M&G Advice.
In his spare time, Gary enjoys spending time with his wife and twin girls and is a keen runner and hill walker.
Susan is an approachable professional who believes that access to good financial planning should be for everyone. She is passionate about helping clients to achieve their financial goals ahead of time through robust planning and regular reviews.
With a background in Banking and Financial Services spanning 15 years she brings a plethora of life experience to truly understand a Client’s needs before delivering the best possible solutions.
Susan, assists clients with all areas of financial planning be that protecting the family, saving and investing for the future, retirement planning and beyond.
She is delighted to join A & G Financial Planning Ltd and looks forward to building long lasting client relationships.
Out with working hours Susan enjoys spending time with family & travelling.
Qualifications: DipPFS, CeMAP, MCIBS, ACIBS
January 2023
I’ve been with you since your company started. I’ve always found you friendly, approachable and available for any matters. Highly knowledgeable in all things relating to pensions and have always offered great advice on my investments, tax and pension security. You’ve kept me informed with regular updates. Wouldn’t hesitate to recommend you to future clients.
January 2023
Excellent with everything well explained and all questions answered very professionally and deliberately, any follow ups dealt with promptly and efficiently.
January 2023
Very thorough and informative.
January 2023
Alan is a friendly, affable and reliable person who is very proficient when discussing the financial products and services he covers. He explains in a clear and easily understood manner how the process will progress should the client wish to proceed with such a product or service. There is never a feeling of being pressurised to commit to a particular product, which I found very reassuring.
I am very pleased with the service Alan has provided to me, I will continue to use him as my independent financial adviser and I would have no hesitation in recommending him to anyone seeking financial advice or services.
January 2023
Alan is very down to earth and very approachable. He was very patient with me and answered all my questions in an easy to understand manner.
He took the time to ask me questions and understand my own unique situation, he appreciates that everyone has different circumstances and he took the time to understand and establish the best path for me going forward.
A&G Financial Planning Limited is an appointed representative of M&G Advice Partners Limited. M&G Advice Partners Limited is authorised and regulated by the Financial Conduct Authority. M&G Advice Partners Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.