Featured image
Financial Advising Services, Financial Planners, Financial Consultants

Argentis Financial Planning Ltd

Argentis Financial Planning Ltd is a financial services company based in Salisbury, England. They offer a range of financial services, including financial consulting, advising, and planning. With a team of experienced financial planners, Argentis Financial Planning Ltd helps clients achieve their financial goals and make informed decisions about their finances.

Introduction to Argentis Financial Planning Ltd

Argentis Financial Planning Ltd is a UK-based financial planning company that has been providing quality financial advice and services to their clients since 2003. Their purpose is to help individuals and businesses achieve their financial goals and secure their financial future. What sets them apart is their team of expert financial consultants who are committed to providing personalized and customized advice to their clients.

Services & products

Argentis Financial Planning Ltd offers a range of financial services including retirement planning, investment advice, tax planning, estate planning, and more. They also provide financial management services for businesses. Customers can expect to receive tailored financial plans that are specific to their unique financial situation.

Location

Argentis Financial Planning Ltd is located in Salisbury, England. The area is known for its rich history and beautiful countryside. In the immediate area, customers can expect to find other small businesses, cafes, and shops. The office is conveniently located near public transportation options including the Salisbury train station, which is only 0.7 miles away, and the Blue Boar Row bus stop, which is only 0.2 miles away.

Benefits

Customers should choose Argentis Financial Planning Ltd because of their commitment to providing personalized and customized financial advice. Their team of expert financial planners takes the time to understand each client's unique financial situation and creates a tailored financial plan to help them achieve their goals. They also provide ongoing support and advice to ensure that their clients stay on track.

Good to know

Customers should be aware that Argentis Financial Planning Ltd is a fee-based financial planning company. This means that they charge a fee for their services rather than receiving commissions from the sale of financial products. This ensures that their advice is unbiased and in the best interest of their clients.

Reviews

Customers have given Argentis Financial Planning Ltd high marks for their expert financial advice, personalized service, and commitment to their clients' financial success. They are praised for their attention to detail and their ability to create customized financial plans that are specific to each client's unique situation.

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and more. Our services are tailored to meet the specific needs and goals of each individual client.

What are your fees and how are they structured?

Our fees vary depending on the complexity of each client's financial situation and the services required. We offer transparent fee structures and will always provide a clear breakdown of costs before any work begins.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified and hold professional designations such as Certified Financial Planner (CFP) and Chartered Financial Planner (ChFP). They also receive ongoing training and education to stay up-to-date with industry developments.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies upon request. We are proud of the relationships we have built with our clients and the positive impact we have had on their financial wellbeing.

How will you tailor your services to meet my specific financial goals and needs?

We take a highly personalized approach to financial planning and will work closely with you to understand your unique goals and needs. From there, we will develop a customized plan that takes into account your current financial situation and helps you achieve your long-term objectives. We also provide ongoing support and advice to ensure that your plan stays on track.