About Us
AG Finance
help clients to choose the most suitable financial products and services, such as investments, savings, pensions, mortgages or insurance.
AG
Finance can work in one of three ways – 'tied', 'multi-tied' or independent:
tied advisers usually work for banks, building societies or insurance companies, and only offer that company’s financial products
multi-tied advisers deal with a number of companies and sell products from only those companies
AG Finance
offer whole-of-market advice.
As a financial adviser your work would involve:
- setting up meetings with clients
- finding out about clients’ current finances and future plans
researching financial products
- explaining details of products so that clients can make informed choices
- meeting sales targets
- negotiating with providers of financial products
- keeping detailed records
- producing financial reports
- keeping clients regularly updated about their investments
- keeping up to date with new products and changes in the law.
