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AGL WEALTH MANAGEMENT LIMITED Active

Financial Services


Contact information


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Financial statements of AGL WEALTH MANAGEMENT LIMITED

According to AGL WEALTH MANAGEMENT LIMITED latest financial report submitted on 2024-03-01, the company has a Turnover of £3M, Cash of £239,724.00 while the Working-Capital is £3M. Compared with the previous year, the company reported a Turnover increase of 0.0%, which is an equivalent of 0. At the same time, the Cash went up by 98.97%, or by -237265.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    11

  • Consolidated A/cs

    N

  • Profit after Tax

    £ 502590

  • Working Capital

    £ 2.7 million

Profit after Tax

AGL WEALTH MANAGEMENT LIMITED Business Credit Report

A Business Credit Report for AGL WEALTH MANAGEMENT LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for AGL WEALTH MANAGEMENT LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

AGL WEALTH MANAGEMENT LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

AGL WEALTH MANAGEMENT LIMITED Directors and key executives

AGL WEALTH MANAGEMENT LIMITED currently employs 19 people. Compared with the previous year, the company has reported a staff increase of 12%, which is an equivalent of 2 employees.
In order to view contact information, including emails and phone numbers for all the employees working at AGL WEALTH MANAGEMENT LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

19

112%

1y growth

100%

2y growth

Management Level


27

Top

33

Middle

33

Operational

Employee Job Title Email Phone Country
Karen Robertson Business Development Partner
***********@aglwealth.com
- GB
Andrew May Senior Wealth Manager
*****@aglwealth.com
- GB
Steven Sweeney Senior Wealth Manager
*********@aglwealth.com
- GB
Steve Flanagan Commercial Director
**********@aglwealth.com
- GB
Heather Mclaren Office Administrator
*********@aglwealth.com
- GB

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AGL WEALTH MANAGEMENT LIMITED Ownership and Group Structure

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AGL WEALTH MANAGEMENT LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 4 people with significant control at AGL WEALTH MANAGEMENT LIMITED. One of of major shareholders of AGL WEALTH MANAGEMENT LIMITED is INDEPENDENT WEALTH PLANNERS UK LIMITED, which owns 1825688 DEFERRED shares, with a total value of 1,825,688 GBP and IWP AGL HOLDINGS LIMITED, which owns 400000 DEFERRED shares, with a total value of 400,000 GBP and INDEPENDENT WEALTH PLANNERS UK LIMITED, which owns 4149451 DEFERRED shares, with a total value of 4,149,451 GBP and IWP AGL HOLDINGS LIMITED, which owns 103 ORDINARY shares, with a total value of 103 GBP.


Name Quantity Share Type Value
INDEPENDENT WEALTH PLANNERS UK LIMITED
1825688 DEFERRED 1825688 GBP
IWP AGL HOLDINGS LIMITED
400000 DEFERRED 400000 GBP
INDEPENDENT WEALTH PLANNERS UK LIMITED
4149451 DEFERRED 4149451 GBP
IWP AGL HOLDINGS LIMITED
103 ORDINARY 103 GBP

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AGL WEALTH MANAGEMENT LIMITED competitors:

Top 5 similar companies of AGL WEALTH MANAGEMENT LIMITED are METLIFE INVESTMENTS LIMITED, ORBIS INVESTMENT ADVISORY LIMITED, LDF OPS LIMITED, FIDELIUS LTD, MORTGAGE INTELLIGENCE LIMITED. View and export all the competitor list of AGL WEALTH MANAGEMENT LIMITED by upgrading your account here.


METLIFE INVESTMENTS LIMITED


Revenue
22,742,288.0
Age
33 years
Employees
59
Industry
View Finance & Insurance
Website
View https://met*********

ORBIS INVESTMENT ADVISORY LIMITED


Revenue
29,442,499.0
Age
39 years
Employees
113
Industry
View Financial Services
Website
View https://or********

LDF OPS LIMITED


Revenue
15,597,274.0
Age
26 years
Employees
96
Industry
View Finance & Insurance
Website
View http://fi********

FIDELIUS LTD


Revenue
16,789,877.0
Age
27 years
Employees
158
Industry
View Financial Services
Website
View https://fide***********

MORTGAGE INTELLIGENCE LIMITED


Revenue
2,000,000.0
Age
30 years
Employees
60
Industry
View Foreign Insurance Company Representatives
Website
View http://mortgageint****************

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AGL WEALTH MANAGEMENT LIMITED news & activities:


Turnover

AGL WEALTH MANAGEMENT LIMITED has submitted new account statements and has reported a turnover of £3M, a 0.0% decrease year-over-year.

uk.globaldatabase.com

2024-03-01

EBITDA

The AGL WEALTH MANAGEMENT LIMITED-based company said the adjusted EBITDA is now £522,322.00, compared with the previous year of 1.0 million.

uk.globaldatabase.com

2024-03-01

Employees

AGL WEALTH MANAGEMENT LIMITED number of employees has increased by 12% compared with previous year and now represents a total number of 19.

uk.globaldatabase.com

2024-03-01

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Frequently Asked Questions regarding AGL WEALTH MANAGEMENT LIMITED


Where is AGL WEALTH MANAGEMENT LIMITED registered office?

AGL WEALTH MANAGEMENT LIMITED is located at One Eleven Edmund Street, United Kingdom.

How can I contact AGL WEALTH MANAGEMENT LIMITED?

You can call AGL WEALTH MANAGEMENT LIMITED at the following number +441413******

What is the website of AGL WEALTH MANAGEMENT LIMITED?

AGL WEALTH MANAGEMENT LIMITED website is https://aglwealth.com/

How many people work at AGL WEALTH MANAGEMENT LIMITED?

According to the latest account statement, there are currently 19 of employees working for AGL WEALTH MANAGEMENT LIMITED.

How much revenue does AGL WEALTH MANAGEMENT LIMITED make?

Based on the latest financial accounts submitted on 2024-03-01, the company made £3M for 2024, which went down by 0.0%.

What is AGL WEALTH MANAGEMENT LIMITED EBITDA?

For 2024, AGL WEALTH MANAGEMENT LIMITED has reported an EBITDA of £522,322.00, which went up by 99.94% compared to previous year.

What is the Business Credit Score of AGL WEALTH MANAGEMENT LIMITED and how reliable is the company?

In order to check the business credit score of AGL WEALTH MANAGEMENT LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does AGL WEALTH MANAGEMENT LIMITED pay their invoices on time?

By requesting a Business Credit Report for AGL WEALTH MANAGEMENT LIMITED, you will be able to gain more insights about the AGL WEALTH MANAGEMENT LIMITED payment trends.

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