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AAG's 'Wealth & Health'

LONDON, July 2015 - Is your life more stressful than five years ago? Do you find it difficult to sleep due to money, work and health worries? If the answer is yes, then you are not alone. A recent Mental Health Foundation survey suggested 54% of British adults attribute money and work worries as the main causes of stress.

In order to minimise these stress levels, AAG has introduced ‘The Wealth Medical’ – a wealth report which provides a holistic picture of your financial well-being. The Wealth Medical serves as a complementary addition to other health checks that have proved almost mandatory to a healthier, stress-free lifestyle. In the UK, we can take preventative measures to avoid serious illnesses by having a full health “MOT” examination. So why shouldn’t the same be available for our finances and long-term security?

David Alexander, AAG’s CEO, says “We are often asked, ‘when can I stop working?; are my children provided for if I’m hit by the proverbial bus?; will HMRC be the main benefactor when I die?; are my funds/portfolio being managed effectively?; Am I paying too much for my insurances?’ The Wealth Medical collates all the financial information in one place and provides a clear summary of areas of concern.” David concludes, “This report empowers clients to make decisions now and for their long-term security.”

Just as you would expect to receive a full health examination and subsequent report in a private health clinic, AAG’s comprehensive Wealth Medical covers every aspect of your finances. The Wealth Medical assesses your financial wellbeing with the option of a same-day supplementary health check at the Wellington Hospital London. For those seeking preventative measures to illness and stress, Dr. Ruth Whitby and AAG will be offering a combined service, which includes a full Health & Wealth Check. Based in central London, The Wellington is a leading private hospital with an international reputation for excellence in complex healthcare.
Dr. Ruth Whitby, Private GP at the Wellington, London, explains “I’m seeing annual health checks catching a serious problem early, increasing the chances of successful treatment. I know that this provides my patients peace of mind.” Dr. Whitby continues, “There is a proven connection on how mental health can affect your physical well-being and in today’s hectic world, stress and anxiety comes up time and time again in my patients. More often than not, this is related to their finances, which is why I was really impressed with AAG’s Wealth Medical; an important consideration for peoples’ general well-being.”

In these uncertain times, volatile economic climate and political instability, families, investors and businesses are all looking for financial security. AAG’s unique Wealth Medical gives the client a clear and organised report to take away and act upon, ensuring peace of mind long into the future.
This detailed assessment will be presented as both a written report and an electronic copy - which will be confidentially and securely sent via a complimentary My Wealth Cloud account. Copies of the report can also be sent to a nominated accountant and solicitor.

Address areas of concern: hand them over to someone else you can trust, who has the time to listen and help, and then adjust your life to introduce balance and a sense of control.

Note to Editors:

Celebrating 20 years this year, endorsements span many areas of AAG’s expertise.

Based in Mayfair, AAG is at the forefront of wealth management. The Alexander Associates Group has one intention: to provide sound financial advice. With this fundamental approach, the company has grown to include a team of specialist wealth managers, spanning professional advice on tax efficient investments, mortgages, non-domicile rules, financial education, accountancy and corporate affairs.

The group’s qualified and experienced professionals provide relevant, personalised assistance at all stages of life; from childhood, through marriage, retirement and death - passing on the wealth, intact, to the next generation.

Alexander Associates Group (AAG) was founded in 1995 by David Alexander and backed by Lord Jacob Rothschild. The original intention was to provide sound financial advice. Over the years, that objective has remained at the core of AAG. The Wealth Management arm of the group has won numerous awards, which have been presented by notable luminaries including, Bill Clinton, Al Gore, Christopher Reeve, Lord Sebastian Coe, and The Rt. Hon. Lord Michael Heseltine.

The Group has evolved and includes a CIMA regulated accountancy firm amongst others. A holistic approach, providing specialists in tax efficient investments, mortgages, legal, non-domicile rules, financial education, accountancy and corporate affairs. The achievements and successes AAG has been recognised and is testament to the work they do and, as a result, they have built a reputation second to none for innovative, tailored advice.

For press info, high resolution images and general information:

AAG Corporate enquiries: Suzanne Beney – AAG (Alexander Associates Group)
E: T: +44(0)20 7016 6743

AAG Press Relations: Fiona Sanderson - RMG PR & Events
E: T: +44 (0)20 7731 6155

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