Argentis Financial Management Ltd

Independent Financial Adviser  Arthur J Gallagher, Surrey, Guildford, GU1 4TX
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FCA authorised
Last authorised 19th October 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Simeon Adams DipPFS
Senior Financial Adviser
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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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