Business Details
25 Years
experience
Your Trusted Financial Advisers in Waterlooville
We are Argentis, a leading financial planning business established in 2001, dedicated to providing individuals, families, and businesses with the confidence to live life on their terms. Our approach begins with understanding clients' unique goals, then leveraging decades of expertise and industry tools to create tailored financial strategies. With over 200 employees and 5 billion in assets under advice, we combine national reach with local service through offices across the UK.Our core values prioritise client satisfaction, ethical practices, and a collaborative team culture. We specialise in financial planning, employee benefits, lending, and protection services, supported by educational resources including blogs, whitepapers, and podcasts from our experts.
Services
Financial planning
Employee benefits
Lending and protection
Inheritance tax planning
Pension reviews
Details
- Year established: 2001
Highlights and features
- We have over 20 years of experience in financial planning and wealth management.
- Our team provides a personalised human touch to every client relationship.
- We create tailored financial strategies for individuals, families, and businesses.
- We operate with a family-focused approach and national reach across the UK.
- Our advisers are FCA-authorised and regulated for professional accountability.
Associations and certifications
- Financial Conduct Authority
What people say
Personalised human touch
Cracking deal
Helpful and patient
Sound clear advice
Competent hands
Services
Financial planning
Our financial planning service creates bespoke strategies aligned with individual life goals. We assess clients' current financial positions, risk tolerance, and future aspirations to develop comprehensive plans covering investments, pensions, and tax efficiency. With regular reviews and cash flow modelling, we ensure clients maintain financial confidence through all life stages.
Employee benefits
We design employee benefits packages that enhance workforce retention and financial wellbeing. Specialising in pension schemes and protection policies, our solutions help businesses attract talent while ensuring staff financial security. Our FCA-regulated advisers work closely with companies to implement cost-effective, compliant benefit structures tailored to organisational needs.
Lending and protection
Our lending and protection services provide security for clients' financial futures. We offer mortgage solutions, life insurance, and critical illness cover tailored to individual circumstances. By assessing clients' specific needs and financial commitments, we help establish protective frameworks that safeguard assets while maintaining flexibility for future planning.
Inheritance tax planning
We specialise in inheritance tax mitigation strategies to preserve clients' legacies. Our advisers create tailored estate plans considering family dynamics, charitable intentions, and regulatory requirements. Through trust structures and gifting strategies, we help clients protect assets while ensuring compliance with current tax legislation.
Pension reviews
Our pension reviews ensure clients' retirement savings align with their lifestyle aspirations. We assess existing pension arrangements, recommend consolidation options, and optimise investment strategies. With regular reviews and de-risking approaches, we help clients transition smoothly into retirement with financial confidence.
Questions
What financial services does Argentis Group offer?
We provide financial planning, employee benefits, lending and protection services, inheritance tax planning, and pension reviews tailored to individual, family, and business needs.
How does Argentis approach financial planning?
We begin by understanding clients' unique goals, then create bespoke strategies using cash flow modelling and regular reviews to ensure financial plans evolve with changing circumstances.
Are Argentis' services regulated?
Yes, our financial planning and wealth management services are authorised and regulated by the Financial Conduct Authority for professional accountability and client protection.
What areas does Argentis cover?
We operate nationwide across the UK with local service delivery through multiple regional offices and technology-enabled client interactions.
What makes Argentis different from other advisers?
We combine 20+ years of expertise with a personalised approach, focusing on long-term client relationships and tailored financial strategies that prioritise individual aspirations.
