Business Details
25 Years
experience
Trusted Financial Advisers for Individuals and Businesses
We are Argentis, a leading financial planning business established in 2001. Our mission is to provide individuals, families, and businesses with the confidence to live life well through personalized financial strategies. With over 200 employees and 10,000+ clients, we combine decades of experience with innovative tools to create tailored solutions. Our team of experts focuses on understanding clients' unique goals, offering services spanning financial planning, employee benefits, and lending and protection.Regulated by the Financial Conduct Authority, we maintain offices across the UK while preserving a client-centric culture rooted in trust and transparency. Our commitment to excellence has grown client assets under advice to 5 billion, reflecting our ability to deliver confidence through every life stage.
Services
Financial planning
Employee benefits
Lending and protection
Inheritance tax planning
Retirement planning
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in personalized financial planning
- Our team includes 200+ qualified financial experts
- We provide tailored solutions for every life stage and circumstance
- Our national reach combines with local service delivery
- We manage 5 billion in client assets with proven strategies
Associations and certifications
- Financial Conduct Authority
What people say
Personalised human touch
Cracking deal
Helped financial planning
Sound clear advice
Competent hands
Services
Financial planning
We create bespoke financial plans aligned with personal goals, whether for retirement, family provision or business growth. Our advisers combine cash flow modelling with investment strategies to ensure financial security. With 5 billion in client assets, we deliver tailored solutions that adapt to changing life circumstances.
Employee benefits
We help businesses design and manage pension schemes that benefit both employers and employees. Our solutions focus on long-term financial security while meeting regulatory requirements. We provide expert guidance on workplace benefits that enhance employee retention and satisfaction.
Lending and protection
Our mortgage and protection services offer security for today and confidence for tomorrow. We help clients find competitive lending solutions while implementing safeguards for their financial future. This includes remortgaging strategies and protection against unforeseen circumstances.
Inheritance tax planning
We specialise in creating strategies to preserve wealth across generations. Our advisers help clients understand inheritance tax implications and implement legal solutions to maximise family legacies. This includes lifetime gifting strategies and trust arrangements.
Retirement planning
We help clients prepare for retirement at every career stage. Using cash flow projections, we develop strategies to ensure financial independence. Our services include pension consolidation, drawdown planning and de-risking investment portfolios as retirement approaches.
Questions
What financial services do you offer?
We provide financial planning, employee benefits, lending and protection services tailored to individual needs.
How do you personalise financial advice?
We begin by understanding your life goals before creating bespoke strategies that evolve with your circumstances.
Are your advisers qualified?
Our 200+ advisers hold industry-recognised qualifications and maintain ongoing professional development.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority under firm reference 111111.
What areas do you cover?
We operate nationwide with local offices across the United Kingdom for convenient access.
How can I start working with you?
Contact us through our website or call 023 9223 1448 to arrange an initial consultation.
