AGW Financial Planning
AF
Financial Advisors
AGW Financial Planning
8 The Bridges, Holmfirth HD9 7FE
# AGW Financial Planning Ltd
AGW Financial Planning is an M&G Advice partner based in Holmfirth, offering independent financial advice to individuals navigating complex financial decisions. Led by Antoinette Webb, a Chartered Financial Planner with over 23 years' experience in financial services, the practice provides bespoke guidance across retirement planning, investments, pension consolidation, and estate planning.
The firm distinguishes itself through personalised service and accessibility. Rather than applying generic solutions, Antoinette conducts rigorous financial assessments to understand each client's specific circumstances and goals, translating complex financial concepts into plain language that clients can act upon confidently. This approach proved invaluable during the pandemic, when the practice seamlessly transitioned to video conferencing and digital communication while maintaining the quality of advice and support.
Clients consistently praise the practice's professionalism combined with approachability. Testimonials highlight how Antoinette has helped clients consolidate multiple pensions, understand investment options, and make major life decisions—including one client's unexpected early retirement following redundancy. The backing of M&G's 170-year heritage provides credibility, whilst the practice's local presence and willingness to engage through home visits (when possible), email, text, and telephone creates genuine accessibility.
With Chris Webb as Practice Manager handling operations and client liaison, AGW Financial Planning offers a streamlined, focused service where clients receive expert guidance from someone genuinely invested in their financial wellbeing, rather than being processed through larger institutional frameworks.
AGW Financial Planning is an M&G Advice partner based in Holmfirth, offering independent financial advice to individuals navigating complex financial decisions. Led by Antoinette Webb, a Chartered Financial Planner with over 23 years' experience in financial services, the practice provides bespoke guidance across retirement planning, investments, pension consolidation, and estate planning.
The firm distinguishes itself through personalised service and accessibility. Rather than applying generic solutions, Antoinette conducts rigorous financial assessments to understand each client's specific circumstances and goals, translating complex financial concepts into plain language that clients can act upon confidently. This approach proved invaluable during the pandemic, when the practice seamlessly transitioned to video conferencing and digital communication while maintaining the quality of advice and support.
Clients consistently praise the practice's professionalism combined with approachability. Testimonials highlight how Antoinette has helped clients consolidate multiple pensions, understand investment options, and make major life decisions—including one client's unexpected early retirement following redundancy. The backing of M&G's 170-year heritage provides credibility, whilst the practice's local presence and willingness to engage through home visits (when possible), email, text, and telephone creates genuine accessibility.
With Chris Webb as Practice Manager handling operations and client liaison, AGW Financial Planning offers a streamlined, focused service where clients receive expert guidance from someone genuinely invested in their financial wellbeing, rather than being processed through larger institutional frameworks.
Services offered
Retirement planningPension consolidation and adviceInvestment managementEstate planningFinancial needs assessmentWealth protectionTax-efficient planningLife planning