Argentis
Financial ServicesView the employees at
Argentis-
Ileana (Yle) O'Flaherty Office Manager at Argentis Wealth Management
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Cambridge, England, United Kingdom
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Rising Star
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Waterlooville, England, United Kingdom
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Rising Star
Tom Care Financial Planner-
Salisbury, England, United Kingdom
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Rising Star
Jessica Nethercliffe Paraplanner at Compass Wealth Consultants-
Rising Star
Charlotte Redman Compliance Officer at Argentis Wealth Management Ltd-
Arundel, England, United Kingdom
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Rising Star
Overview
Our mission for our clients is to give them confidence in their finances and we achieve this by engaging, educating, and enabling them. We want to build relationships with clients that might look a little different from their previous relationships with financial advice, this means we aren’t order takers and we don’t dictate solutions to our clients. Instead, we share our expertise, we engage with clients to really understand their objectives, needs and goals and then we put strategies in place to enable those dreams to become a reality. Those strategies include making the most of tax wrappers, active and diversified investment strategies and helping keep clients accountable to those plans. We are a financial planning business offering Investment and pension advice, equity release, mortgages and protection along with support for businesses to offer corporate benefits.
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