AGW Financial Planning Limited

About Us

Our Company

Bio

Antoinette Webb

Financial Adviser

Antoinette is an experienced Financial Adviser, with over 23 years in financial services. She holds a Diploma in Financial Planning and Chartered FCSI.

After five successful years as a financial adviser with Prudential Financial Planning, Antoinette was delighted to establish her own financial advice business, AGW Financial Planning, now partner of M&G Wealth Advice.

Antoinette has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Antoinette takes pride in providing tailored solutions to meet individual client goals. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Antoinette provides sound, personal and expert advice helping clients live for today and plan for tomorrow.

In her spare time Antoinette enjoys spending time with family and friends. She is passionate about travelling, likes to cook and enjoy the great outdoors. She is married to Chris, with a daughter Thea, age 6 who keeps them busy and entertained.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Marcus Flint

Financial Adviser

Marcus Flint is a dedicated Financial Adviser based in Leicester. He has a Diploma in Financial Planning and a passion for empowering individuals to achieve their financial goals. Marcus’s curiosity in his own personal finances inspired him to transition from a successful career in engineering, to the world of financial services. This background instilled in him a blend of analytical thinking, attention to detail, and a commitment to continuous learning—qualities he brings to every client interaction.

Marcus's knowledge of the financial services industry makes him well placed to support on a broad range of financial planning needs. He is excited about continuing to build meaningful relationships with his clients which will last the coming decades.

In addition to his professional accomplishments, Marcus is also a World Bronze medallist in Acrobatic Gymnastics, demonstrating his commitment to excellence and perseverance in both his personal and professional pursuits. He is a passionate traveller, sports enthusiast, and uses any spare time to take on DIY around the house. When he's not strategising for his clients' financial futures, you can find him on the football pitch, gym, or golf course, staying active and competitive.

Marcus believes that financial planning has the power to transform lives, and he takes immense pride in guiding his clients towards long-term financial stability and success. With a commitment to building lasting relationships and a holistic approach to financial advice, Marcus is dedicated to helping his clients realise their financial and personal aspirations, one step at a time.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Chris Webb

Practice Manager

Chris is the Practice Manager at AGW Financial Planning. He is responsible for business operations and acts as a client liaison outside of the financial planning process.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

Antoinette has been looking after my financial investments with the Prudential for a number of years. I have total confidence in her to provide clear and concise financial advice, to do what is best to manage my financial investment. I would recommend Antoinette to anyone who is looking for a reliable and trustworthy financial adviser, who put their clients at the forefront of their business.

February 2021

Both my wife and I have found Antoinette, from the outset to be professional, friendly and easy to work with through the complexities of our changing financial and pension needs.

Working through our maze of multiple pensions and investments, Antoinette has been able to build up an easy to understand picture of where we are and where we could be dependant on our choices. Explaining in simple terms, the options available to us and offering advice on those options.

Providing pre-Covid home visits, along with email, text and telephone contact when required. Antoinette provided an invaluable service when I was recently made redundant during the middle of the pandemic and taking into account every aspect of our finances, has enabled me to take a very unexpected early retirement with the option to return to work if I wish.

This was made relatively simple with video conferencing and email due to the restrictions on home visits. Antoinette is exactly what you need in a financial adviser, plain talking, to the point, friendly and able to respond to questions efficiently and effectively. We can highly recommend her financial services.

March 2021

Antoinette is very professional and reliable. I would thoroughly recommend her. She is polite, efficient and works hard to achieve the correct outcome. Excellent.

March 2021

Antoinette helped me enormously through the difficult navigation of deciding what to do with my company pension scheme, after my company decided to close my final salary pension scheme. She provided expert advice throughout the long procedure and took me through it step by step, explaining the pros and cons to me along the way. Antoinette was always very professional and trustworthy in the advice she gave me, with no pressure to commit at any time. I would highly recommend Antoinette as a Financial Adviser and wish her all the luck in the future.

March 2021

Antoinette is an excellent financial adviser, with the ability to focus in well on your personal financial priorities. This is due to asking good relevant questions and then listening carefully to the answers. It is that combination, that helps get through meetings in a clear concise manner and come up with a way forward. I have recommended, and will continue to recommend, Antoinette to people who are interested in looking after their personal finances.

March 2021

Antoinette is very friendly, efficient and knowledgeable. She has good availability, if needed in-between appointments and takes her time to listen.

March 2021

We have received an excellent service from Antoinette and feel that she has guided us and helped us to understand our finances. Antoinette is efficient and trustworthy and we would highly recommend her.