Aegis Financial Consulting
Your robo assistant
Introducing Rob, Your Robo Assistant
Rob's Vision
Helping you to understand your finances, whatever stage of life you are at and whether or not you have a financial adviser currently helping you.
Rob's Mission
Provide you with a relevant set of answers to questions that you personally have about finance in a concise and friendly manner.
What Can Rob, Your Robo Assistant, Answer?
Pensions
Rob can talk to you about a range of pension issues, from state pension entitlement to the difference between a defined benefit and defined contribution pension scheme.
Investments
Rob knows about a wide range of investment subjects, including the various wrappers that you might invest through (ISA, General Investment Account, insurance bond), the types of investment that you might hold within those bonds and how you might go from the basics of understanding your risk profile through to setting up an asset allocation profile for yourself.
Tax
All of us pay tax, but what taxes are payable on investments or inheritances? Rob has been taught about a wide range of taxes and can give information on income tax, capital gains tax and inheritance tax. He’s not quite there with VAT yet, as that is a phenomenally complicated subject!
Financial Protection (Insurance)
Almost all of us need insurance at some point in our lives, but working out what type of insurance we need can be a minefield. Rob is able to help you understand the types of insurance policy available to you and will help you to decide what your next steps should be.
What Can Rob Not Do?
Rob cannot (yet) replace a financial adviser, but that isn’t what he’s designed for. Instead Rob is designed to help you to understand your finances a bit better, allowing you to make better informed decisions. If you want a truly automated adviser, we have one of those as well, though limited to certain query types at this time. You can explore this at our client portal.
Although this isn’t a true financial adviser relationship, our intention is to keep building Rob’s question database to make sure that he stays useful. As such, if you have any questions that you think should be on the list, please get in touch and let us know.
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Once you have logged in and bought your membership, you can visit Rob whenever you like, and can bookmark his homepage directly.
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Aegis Financial Consulting
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Aegis Financial Consulting is a trading name of Aegis Financial Consulting Limited which is registered and incorporated in England and Wales (Company Number 13947249).
Aegis Financial Consulting is regulated by the FCA (Firm Reference Number 1002306) and is an appointed representative of Fintuity Limited (814106)