Financial Education Testimonials | AAG | Mayfair, London

What our Financial Education clients are saying...

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“AAG’s Financial Education programme helped me to realise that my own investments (and retirement income planning) should be more diversified and have a better risk profile. The new “freedom” not to buy annuities, means that many, if not most senior managers will be the same as me, and have a critical need for Financial Education. They now have to be their own ‘pensions manager’.”

Phil Wills, Executive Compensation & Benefits Consultant

“We are delighted to be working with AAG to set up our company pension scheme. AAG have hosted a workshop session to update us on the recent legislation changes around pensions and how they will affect our business, to explain how the new scheme will work and to answer any additional questions our team have had. The workshop was clear and informative and we are looking forward to working with AAG going forwards.”

Emma Sturdee, Corporate Affairs at Board Intelligence Ltd

“The presentations have been of real value and we are sure participants now have much more understanding of their personal finances, however complex”.

Graham Chandler, Phyllis Court

“It was a pleasure having you, and I’ve had plenty of positive feedback regarding how useful the session was. I can honestly say that the delegates, and even some of those that didn’t attend, are very much looking forward to the next session.”

Tracy Goncalves, Head of Compliance & HR at Reward

“AAG have worked with me for more than 6 years, providing assistance in financial education and one to one advice to employees; and then as part of a financial education programme.

The team perform this task professionally, explaining to the audience the intricacies of financial products and strategies in an easy to understand and technically accurate manner. They do not fall into the temptation, which many financial advisers do, of overselling, but rely on their expertise to demonstrate the quality of their service.

Financial education remains an area where nearly everyone agrees that a great deal more needs to be done; but few have matched the commitment of AAG to provide an excellent service in this area.”

Jeremy Mindell, Director at Primondell

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