Argentis Wealth Management Ltd
Argentis Wealth Management Ltd is a financial services company based in Waterlooville, England. They specialize in providing financial consulting and planning services to individuals and businesses. As an investment company, they offer a range of financial services to help clients achieve their financial goals. With a team of experienced financial planners, Argentis Wealth Management Ltd is committed to providing top-quality financial advice and services to their clients.
Introduction to Argentis Wealth Management Ltd
Argentis Wealth Management Ltd is a financial services company based in Waterlooville, England. Established in 2005, the company has a rich history of providing financial planning and investment management services to individuals and businesses. The company is unique because of its team of highly experienced financial planners and consultants who provide personalized services to clients.Services & products
Argentis Wealth Management Ltd offers a range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Clients can also access the company's financial planning software, which helps them to visualize and track their financial goals.Location
Argentis Wealth Management Ltd is located in Waterlooville, a town in Hampshire, England. The area is known for its picturesque countryside, historic landmarks, and vibrant community. The town has a variety of businesses, including restaurants, shops, and entertainment venues. The nearest public transportation options are the Waterlooville Bus Station (0.6 miles), the Rowlands Castle Train Station (3.5 miles), and the Cosham Train Station (3.8 miles).Benefits
Customers should choose Argentis Wealth Management Ltd because of the company's commitment to providing personalized, comprehensive financial planning services. The company's team of financial planners and consultants has the expertise and experience to help clients achieve their financial goals. Additionally, the company's financial planning software provides clients with a clear picture of their financial situation and helps them stay on track.Good to know
Customers should be aware that Argentis Wealth Management Ltd is a fee-only financial services company. This means that the company does not receive commissions or other incentives for recommending specific investment products. Instead, the company charges a transparent fee for its services.Reviews
Customers have praised Argentis Wealth Management Ltd for its personalized, comprehensive financial planning services. Clients appreciate the company's attention to detail and its commitment to helping them achieve their financial goals.FAQ
What types of financial services do you offer?
We offer a range of financial services including investment management, retirement planning, estate planning, tax planning, and risk management.What fees do you charge for your services?
Our fees vary based on the type and complexity of the services provided. We typically charge a percentage of assets under management or an hourly fee for financial planning services. We are transparent about our fees and will discuss them with you before beginning any work.What professional qualifications do your financial planners have?
Our financial planners have a range of professional qualifications including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Wealth Manager (CWM). We prioritize continuing education and require our advisors to maintain their professional credentials.What are your fees and how are they structured?
Our fees are structured based on the type and complexity of the services provided. We typically charge a percentage of assets under management or an hourly fee for financial planning services. We are transparent about our fees and will discuss them with you before beginning any work.How will you tailor your services to meet my specific financial goals and needs?
We take a personalized approach to financial planning and will work with you to understand your specific financial goals and needs. We will create a customized plan for you that takes into account your current financial situation, risk tolerance, and long-term objectives. We also provide ongoing support and adjustments to ensure that your plan stays on track.Reviews
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Amanda Mclennan
Unfortunately after G D white closed and Mike went into retirement..my portfolio was handed to this company I've never had any communication from this company the only person I've dealt with is Carol who worked alongside Mike..Today I called to speak with Carol and came across a woman who made things really awkward and said unless you give her surname nothing I can do .I'm not impressed so far with this company and after 30 years of having a brilliant service and built a relationship with Mike and carol I expect more and better treatment and service.
28-03-2023
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Aileen M
No complaints, pension doing well and Jonathan Astin’s advice and calm, measured approach is fantastic.
28-08-2022
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Steve andrews
Charges are a total rip off and funds perform badly. This company shows little interest and even with a portfolio of little risk are able to loose you thousands of pounds. This company must charge one of the highest r client rates. They also put you on a platform so you cannot track your investments.
28-07-2022
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R B
28-05-2021
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Jason
Professional, knowledgable and always with the client's best interests in mind. Always learning and consistently providing useful tips and information. Great service, great people.
28-05-2018
