Argentis

Financial Advice

As independent financial planners and wealth managers, we are well placed to provide individual advice to employees, not just on their company benefits but also on their personal financial matters.

Employees can choose from a range of financial planning solutions depending upon their financial advice needs:

Financial Transaction Service

Financial Advice Service

Wealth Management Service

We work with employers to develop an employee education and advice strategy, to best deliver advice to employees as part of their overall employee benefit programme.

Whatever the individual’s situation or requirements, we can assist them to find a solution, whether that be:

Protecting their Family

Guidance on a range of options, including private medical insurance, long-term care, income protection and life assurance.

Developing a Retirement Plan

Advice on developing an effective strategy to prepare for retirement and to maximise income and security in retirement.

Savings and Investment advice

Help in choosing exactly the right option, whatever you’re saving for.

Estate Planning

Assistance in reducing the impact of inheritance tax, to preserve and protect your estate for your beneficiaries.