HOW IT WORKS

Life is busy.
Your finances still
need attention.

Agentic Angel is like your very own personal assistant and chief financial officer for your personal finances - you are the CEO! Unlike AI chatbots that tell you what to do, your Angel actually does the work and reports back to you.

No switching without your approval No switching
without your approval
Secure and independent Secure and
independent
Real savings, real results Real savings,
real results
Your Financial Guardian Angel

The problem

Managing your finances properly takes time. People are busy with family life and work. So important financial tasks get neglected.

Insurance policies roll over even though there are better deals out there.

Cash sits in current accounts earning little or no interest.

Mortgage rates go unchecked even though better rates are available.

Pension planning is pushed to another day.

Investing feels complicated, so it never starts.

Financial advisers can give advice, but they are not going to shop around for your broadband provider, gather car insurance quotes, switch your electricity provider, or fill in forms for you. Rigorously managing your costs is probably one of the most important aspects of maximising wealth but finding the time to do it well is always a challenge.

That's where Agentic Angel comes in.

What your angel does

1

Monitors
your costs

  • Tracks your major expenses and renewal dates
  • Knows when better deals are available
  • Gathers quotes and information for you

Example: When your car insurance is coming up for renewal, your angel gathers quotes and presents the best options to you.

2

Shops around
for better deals

  • Constantly scans the market for better deals on insurance, utilities (broadband, telephone, electricity, gas etc) and your mortgage
  • Advises you of introductory offers and fills in the paper work
  • Never rests on its laurels - constantly scouring the market to drive your costs down

Example: Continually switches your electricity provider to avail of introductory rates.

3

Maximise the interest
from your cash

  • Constantly monitors interest rates on offer from different banks
  • Presents options to earn a better return on your surplus cash
  • Completes the paperwork to open accounts and move funds to high yielding accounts

Your money works harder, without you lifting a finger.

4

Helps you plan
for retirement

  • Calculates how much you need for a comfortable retirement
  • Checks if you're on track
  • Shows how much you may need to contribute each month
  • Helps you make better long-term decisions

Clarity today. Confidence for your future.

5

Helps with
investing

  • Helps set up an account on an investment platform
  • Provides you with market and company data and presents options
  • You decide if and where to invest

Smarter investing, on your terms.

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You stay
in control

You make every decision.

Your angel presents the information clearly and impartially.

Agentic Angel will never switch, apply, invest, cancel or commit on your behalf without your approval.

Your angel then helps carry out the work.

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Independent. Impartial. On your side 24/7.

Your Agentic Angel is 100% independent and fighting for you.
We receive no commissions from anyone.

That means your angel is not trying to push you toward a particular provider, insurer, bank or investment platform.

Your financial guardian angel is always working for you.

More wealth. Less stress. All with you in control.

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