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.
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
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.