A clearer standard for financial guidance
We built AiGent around a simple idea: recommendations should be easy to understand, easy to question, and free of hidden incentives. Here is what that means in practice.
Talk to usWhat sets AiGent apart
These are the principles we hold ourselves to on every engagement, not just the ones we advertise.
Plain-language explanations
Every recommendation comes with the reasoning behind it, written so it can be understood without a finance background.
Fees stated upfront
You see the cost of the service before you commit to it. There are no percentage-based commissions built into our structure.
A documented process
Our methodology is consistent from one client to the next, so the quality of what you receive doesn't depend on luck.
Independent of product sales
We are not compensated for steering you toward any specific financial product, fund, or provider.
Written summaries you keep
You leave every session with a record of what was discussed and agreed, not just a verbal impression.
Room to ask questions
Our conversations are structured so there's always space to push back, ask "why", or revisit a point before moving on.
What clients often tell us they were missing before
Many people arrive at AiGent after an experience elsewhere that left them uncertain about who a recommendation was really serving.
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Recommendations without context A product was suggested, but it wasn't clear why it fit their specific situation.
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Fees that weren't clear until later Costs were buried in paperwork rather than discussed openly at the start.
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No lasting record After the meeting ended, there was nothing written down to refer back to.
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Little room to ask "why" Questions felt like they slowed things down rather than being part of the process.
The way we operate, in three commitments
We explain before we recommend
You'll understand the reasoning behind a suggestion before you're asked to act on it. If something isn't clear, we slow down.
We disclose how we're paid
Our fee structure is described plainly at the outset, with nothing left for you to discover later in fine print.
We put it in writing
Key discussions and next steps are summarised in a document you keep, so decisions aren't reliant on memory alone.
Who tends to get the most from working with us
People who want to understand, not just be told
If you'd rather have a recommendation explained to you than simply handed to you, our process is built around that preference. We expect questions and build time for them into every conversation.
People weighing more than one path forward
When there's genuinely more than one reasonable option, we lay out the trade-offs rather than defaulting to a single answer. You make the final call with a fuller picture.
People who want something to refer back to
If you've ever left a meeting unsure what was actually decided, our written summaries are designed to solve exactly that problem.
See our approach for yourself
Reach out and we'll walk you through how an engagement with AiGent typically begins — no pressure, no obligation.
We'll only use this to get in touch about your enquiry.