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  11. Gallagher

Gallagher

Independent Financial Adviser  Argentis Financial Management, Cobham, Surrey, KT11 3BW
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FCA authorised
Last authorised 10th May 2021
Independent, vast experience in Pensions, Retirement Strategy, Investment Management and Tax Planning - Income, Capital Gains & Inheritance Tax
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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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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
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    Face to face
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This adviser is currently out of office and not available for contact

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