Arun Johal - AAG Wealth Management
SW1H, London
SW1H, London
Hello I am Arun, I am a Wealth Manager at AAG Wealth Management.
AAG was founded in 1995 with the core objective of providing sound financial advice to our clients. Situated in the heart of Mayfair, AAG is a Senior Partner Practice of St. James’s Place.
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What do you love most about your job?
The best feeling is hearing the appreciation from existing clients who have benefited from my advice. The work I do has helped clients reach financial security whereby they can concentrate on other ambitions outside of work, retire when the want, fund their children's school fees or their dream home.
I personally enjoy helping my clients to understand their finances. It is something I have found not only complements the financial planning process but also gives a level of autonomy to clients.
What inspired you to start your own business?
I enjoy the fact I have control over how I approach my clients and the freedom to work the hours that suit them (including weekends if needed). I have tailored my meetings to put their needs first which enables me to build strong and long-lasting relationships - something I feel can be lost if working with multiple advisers.
Why should our clients choose you?
I offer a service that clients can feel comfortable knowing their best interests are taken into consideration. I have found that careful explanations and being accessible to my clients all year round has meant they have continued our relationship and often referred me to their friends and family.
Alongside this, I have the backing of St. James's Place, a FTSE 100 company, who provide quality financial products with a guarantee, this is exclusive and unmatched by other wealth management firms.
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
Can you provide your services online or remotely? If so, please add details.
Yes, most of my meetings are held over video calling
What changes have you made to keep your customers safe from Covid-19?
Since Covid-19, the majority of my meetings are held over zoom. I do this to ensure the safety of all my clients, some of whom are elderly - this has been appreciated by my clients and has not hindered my service in any way.
Retirement and Pension Planning
The biggest mistake in my experience is when people close in on retirement age and their pension isn’t as big as they thought.
Using cash flow modelling we can review your current financials and stress test recommendations to cover any shortfalls.
Investment Planning
Build a diversified investment portfolio, managed by 70 of the worlds leading fund managers.
Whether you are saving for an emergency fund, a house, retirement or school fees, make sure your money is working hard for you and in the most tax efficient way.
Protection Planning
Minimise the impact of health issues on your finances and protect the lifestyle of both you and your family
Tax Planning
Legitimately mitigate your tax bill with the use of tax efficient financial products and keep up with new legislation.
