Gallagher

Independent Financial Adviser  Argentis Financial Management, Cobham, Surrey, KT11 3BW
check
FCA authorised
Last authorised 22nd February 2021
Independent, vast experience in Pensions, Retirement Strategy, Investment Management and Tax Planning - Income, Capital Gains & Inheritance Tax
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
MR Colin Hare
Financial Planner
MR Cameron Freer
Senior Financial Planner
MR John Sandford
Director
MR Simeon Adams
Senior Financial Planner
About us

Gallagher is a forward thinking financial planning and wealth management business that provides independent advice to individuals, trustees and companies.

We aim is to provide clients with the highest quality of independent and professional advice.

Based in Guildford but servicing clients all over Surrey, Berkshire, Sussex and Kent. We remain an independent whole of market (unrestricted) IFA. All of our advisers have the most recent pension qualification and are well prepared to explain how you & your beneficiaries could benefit from recent pension freedom changes - don't simply rely on your existing pension plans for that, as the majority will not have adapted.

Our services

Protecting your wealth, growing your investments and ensuring you have the best chance of enjoying a long fulfilling retirement.

Argentis have been awarded Chartered Financial Planner status by the Chartered Insurance Institute - a kite mark of any truly professional financial advisory firm.

Specialist areas we advise on include:

- Individuals with pension proximity to Lifetime Allowance concerns and Annual Allowance
- ISA, JISAs, LISAs
- Estate Planning including the use of Discounted Gifts Trusts, Business Property Relief Investments, Whole of Life Assurance
- Tax Planning including Enterprise Investments Schemes and Venture Capital Trusts

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

Similar advisers near you

Independent Financial Adviser 1.06 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 1.58 mi
Helping to manage money and provide ongoing advice to families and individuals to preserve and grow client’s wealth for now and future generations.
 
Independent Financial Adviser 1.71 mi
We specialise in all areas surrounding the 'at retirement' market place, including pensions, investments, equity release and long term care.
 
Restricted - whole of market 2.38 mi
We are committed to helping hard-working people like you to get the right options on your insurance, pensions and investments. The UK's Number One rate Financial Planners in 2019. Covid 19 Note: Face to Face & Remote Advice Available.