Argentis Financial Management Ltd

Independent Financial Adviser Arthur J Gallagher, Carriage House, Walnut Tree Close, Surrey, Guildford, GU1 4TX
Response rating
10 /10
FCA verified
9th December 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Estate planning
    • Taxation planning
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Long term care
Meet our advisers
adviser-person
Simeon Adams DipPFS
Senior Financial Adviser
Where to find us

Arthur J Gallagher, Carriage House, Walnut Tree Close, Surrey, Guildford, GU1 4TX

Make an enquiry
About us

Gallagher is a forward thinking financial planning and wealth management business providing independent advice to individuals, trustees and companies. Using comprehensive financial planning processes, we work with clients and their professional advisers to help prioritise and then achieve financial objectives. As a SIFA professional IFA, recognised by the Law Society and regulated by the FSA, holistic advice is provided under the guidance of our Chartered Financial Planners.

Our services

Holistic Financial Planning
Wealth Management and Estate Planning

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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