Response rating
10/10
FCA verified
20th November 2017

Argentis Financial Management Limited

Independent Financial Adviser Argentis Financial Management Ltd, A M P House, Dingwall Road, Surrey, Croydon, CR0 2LX
First meeting at adviser's own cost
At Argentis we provide a comprehensive range of financial planning and wealth management services to help individuals, trustees, and companies
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Rest of world
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Lee Wallis
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Paul Stevens
Senior Consultant
Accreditations
Certified Financial Planner
Carl Baker
Senior Consultant
Accreditations
Certified Financial Planner
Where to find us
About us

Argentis is a Chartered, progressive financial planning and wealth management business with a commitment to providing professional advice and high quality service tailored to the individual needs of each client.

Our services

We do not adopt a 'one size fits all' approach. We recognise that everyone is different and we offer a range of solutions to ensure that whatever our client’s needs, we can help them to succeed financially. Our aim is to provide truly objective advice based upon a rigorous assessment of a client’s situation. We report clearly to clients on their existing position and discuss their future goals to ensure we deliver a solution that is right.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Argentis Financial Management is authorised and regulated by the Financial Conduct Authority

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