Posts in Wealth Management

The Rise of the Robo Manager

Posted by Craig Gibson on

robo-advice
To embrace or not to embrace, is the question posed by many a firm in the current technological climate. The wealth management sector has long been one of the slowest technological adapters with many firms staunchly believing that the sector has and always will be solely built on human knowledge and

Retirement Outcomes Report Explained

Posted by Craig Gibson on

retirement income
The FCA recently published the findings of its interim report on retirement outcomes. The aim of the report was to establish the effects of April 2015's pension freedoms on retirement income. Back in 2015, legislation changed to allow a greater level of access to pension pots than ever before. Since

Article from the Sunday Herald

Posted by foredigital on

Ruth Allen interviews Craig T. Gibson, MD of AGL Wealth Management Ltd for the Sunday Herald Tell us about your company
  • AGL Wealth Management Ltd was formed in 2009. Currently we have seven senior professionals, located at our two offices at 241 St Vincent Street

Cash Flow Forecasting

Posted by foredigital on

A process in managing expectations There are three basic variables in financial planning: your objectives, the resources you have to commit to achieving them, and the risk you are prepared to take. The relationship between these three parameters can be brought together using cash

Enhancing the client experience through collaboration

Posted by foredigital on

Spread over a series of 4 coaching sessions a few weeks apart, Morisons LLP Edinburgh Private Client Team and AGL delved into what clients really want from their professional advisers and how best we could deliver these results by working together and 'rewiring' our thinking with some practical yet

Understanding the importance of Considerations and Strategy to your investments

Posted by foredigital on

Often in the financial services world we speak in terms that aren’t used in everyday language.  It’s always our goal to communicate effectively, but it’s not always possible to stay away from the industry language.  So we’ve chosen to add a glossary of the common terms within this post.

Welcome to AGL Wealth Management

Posted by foredigital on

Too often, clients of investment managers and financial advisers are unclear about the true nature of their relationship with the person they’ve trusted to help them, including how and how much that person is compensated. I believe your adviser should be working for you rather than

Could it be time to change your financial adviser?

Posted by foredigital on

Having an experienced and switched-on financial planner on your side is useful when it comes to making important decisions about your investments and retirement. Sure, you could make all those decisions yourself, but a financial adviser can provide you with counsel that comes from years of analysing