Financial Planning Guildford and London | Alliott Graham Brown

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Home > AGB Financial Planning > Meet the AGB team

Meet the AGB team

 

 

Peter is supported by a dedicated team of individuals who each have many years’ experience in the profession. The team focuses on delivering a highly personalised and professional service to our clients.

 

Steve Filby
Steve is our Client Services Manager and has been in the profession for over twenty years. His knowledge and experience is invaluable in ensuring that our clients receive the highest possible levels of service and customer care, Steve holds the Diploma in Financial Planning. He also assists  with preparing and implementing customer recommendations and investment reviews.

In his spare time Steve relaxes by watching football.

 

Stewart Woods
Stewart has been in the financial services profession for over thirty years. He specialises in the servicing of our corporate clients, ensuring the smooth running of numerous complex company pension plans and other benefit schemes. His experience in this area means our clients can focus on running their own businesses rather than worrying about their employee benefit schemes.

Outside of work, Stewart enjoys scouring second-hand bookshops and is particularly interested in Second World War history.

 

Bridgette Simmons
Bridgette is a holder of the ACII qualification and gained much of her experience working for a major life assurance company. She supports the team and is involved in implementing customer recommendations and investment reviews.

In her spare time, Bridgette is a film addict and an avid supporter of football (as played by Crystal Palace).

 

Graham Long
Graham is a very experienced accountant and is responsible for AGB’s central accounts. He is responsible for AGB’s financial processes and compliance with the requirements of the Financial Conduct Authority (FCA).

Graham is an accomplished organist and also enjoys overseas travel.

 

Latest News from AGB

  • Coronavirus – update for company pensions March 25, 2020
  • Business Continuity – Coronavirus Outbreak March 6, 2020
  • Why Diversification Matters February 13, 2020
  • Don’t lose your 2019/20 tax allowances! January 29, 2020

Kind words from our clients

  • I am a solicitor and have known Peter for many years. I act for vulnerable clients and will only introduce them to a financial adviser if I know they will be carefully looked after and offer the same high standards of service that I would provide myself. Peter not only does this but he is able to explain complicated issues in a way that everyone can understand and with infinite patience ensuring that the client feels comfortable with his sound advice. Mrs M

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Independent Financial Advisors authorised and regulated by the Financial Conduct Authority No. 463613.

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