As a new client, your first contact with Argentis will be a meeting with one of our experienced advisers. You will be able to discuss your aims with them, as well as any concerns you may have. Any information you provide will be treated in the strictest of confidence and will help your adviser to understand your current position and future goals. They will work closely with you to develop an effective financial planning strategy tailored to your specific requirements.
Your financial situation will change throughout your life and our flexible range of services will ensure that you continue to benefit from pro-active, reliable and informed advice that is relevant to you.
We provide three different levels of service to private clients:
Within each of these services, we are committed to providing a personalised approach and we will work closely with you and your other professional advisers to ensure that our recommendations take into account all of your affairs. As independent financial planners, we provide holistic advice on the whole range of financial products and services available.