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The average price of Financial Advisors in Central London is £600

Arun Johal - AAG Wealth Management profile image
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Arun Johal - AAG Wealth Management

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. We provide a holistic approach to Wealth Management, with specialists in Investment, Retirement and Pension Planning, Financial Education in the Workplace and Employee Benefits. I believe that making time to plan your finances is one of the most important investments you can make and the decision to work with a financial adviser is the first step in doing this. I focus on delivering the highest standard of financial planning to all my clients. I do this by understanding your objectives and goals which allows me to tailor strategies that are made-to-measure just for you. I aim to build long-standing relationships with all our clients who on average work with us for 20 years. Over the years, our reputation and success has been built around one common ethos- we believe in putting ourselves in your shoes; only providing advice that we would want in your position. Your home may be repossessed if you do not keep up repayments on your mortgage. Trusts are not regulated by the Financial Conduct Authority. AAG Wealth Management is a trading name of AAGSJP Limited, Partner Practice of St. James's Place Wealth Management. AAG Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

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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.

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