Business Details
25 Years
experience
Your Partner for Lifetime Financial Confidence
We are Argentis, a leading financial planning business established in 2001, dedicated to providing individuals, families, and businesses with the confidence to live life well. With over 212 employees and 10,000+ clients, we manage 5 billion in assets under advice, combining decades of experience with personalized strategies tailored to each client's unique goals. Our nationwide network of offices ensures local service with national expertise, supported by technology-enabled reviews to accommodate modern lifestyles.We prioritize understanding clients' aspirations, offering holistic financial solutions that evolve with their needs, and maintaining a culture of trust, collaboration, and ethical practice. Recognized as a trusted authority in financial planning, we are authorized and regulated by the Financial Conduct Authority, ensuring adherence to the highest standards of professionalism and client care.
Services
Financial Planning
Employee Benefits
Lending and Protection
Pension Reviews
Will Updates
Inheritance Tax Planning
Tax Planning
Retirement Planning
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in personalized financial planning
- Our nationwide service combines local knowledge with centralized expertise
- We provide technology-enabled reviews to fit busy schedules
- Our advisers specialize in intergenerational financial planning strategies
- We manage 5 billion in client assets with transparent processes
Associations and certifications
- Financial Conduct Authority
What people say
Personalised human touch
Cracking remortgage deal
Helped business position
Clear explanations
Patient and helpful
Services
Financial Planning
Our financial planning service creates bespoke strategies aligned with individual life goals, whether for retirement, family provision, or business growth. We analyze your current financial position, risk tolerance, and future aspirations to develop comprehensive plans that evolve with changing circumstances. With 5 billion in assets under advice, our certified advisers use advanced cash flow modelling to ensure your money works effectively towards achieving your objectives.
Employee Benefits
We design employee benefits packages that enhance workforce retention while meeting regulatory requirements. Specializing in pension scheme management, we help businesses implement competitive benefits that support employees' financial wellbeing. Our solutions balance employer obligations with staff needs, ensuring compliance with FCA regulations while promoting long-term financial security for all stakeholders involved in corporate financial planning.
Lending and Protection
Our lending and protection services provide security for today while building confidence for tomorrow. We offer mortgage solutions tailored to individual circumstances, including remortgaging strategies that deliver significant savings. The team also specializes in protection products that safeguard financial futures against unforeseen events, ensuring clients maintain financial stability through life's various stages and challenges.
Inheritance Tax Planning
We develop strategic inheritance tax solutions to preserve wealth for future generations. Our advisers create legally compliant structures that minimize tax liabilities while aligning with clients' legacy goals. This service includes comprehensive estate planning to ensure assets are distributed according to wishes, with specialist guidance on trusts, gifting strategies, and charitable provisions that maximize the value passed to beneficiaries.
Pension Reviews
Regular pension reviews ensure clients remain on track for their desired retirement lifestyle. We assess existing pension arrangements, recommend consolidation strategies, and optimize contribution levels to maximize retirement income. Our cash flow modelling tools demonstrate different scenarios, helping clients make informed decisions about their financial future while maintaining compliance with evolving pension regulations.
Questions
How does Argentis approach financial planning differently?
We begin by understanding your personal aspirations before creating tailored financial strategies. Our approach combines advanced cash flow modelling with regular technology-enabled reviews to ensure plans evolve with your changing needs.
What areas does Argentis cover?
We operate nationwide across the UK with local office presence in multiple locations, providing both national expertise and localized financial advice tailored to regional economic conditions.
Are inheritance tax services regulated?
Our inheritance tax planning and estate planning services are not regulated by the Financial Conduct Authority, allowing more flexible solutions while maintaining professional standards of advice.
How can I access financial advice?
Clients can book consultations through our website or contact numbers. We offer flexible review formats including in-person meetings, virtual consultations, and digital portfolio management tools for ongoing financial guidance.
What experience do advisers have?
Our team includes advisers with 20+ years' experience in financial planning, supported by £5 billion in managed assets. Many hold advanced industry qualifications and specialise in specific life stages from early career to retirement.
