Business Details
25 Years
experience
Trusted Financial Advisers in Waterlooville
We are Argentis, a leading financial planning business established in 2001. Our mission is to provide individuals, families, and businesses with the confidence to live life well through personalized financial strategies. With over 200 experts and 5 billion in assets under advice, we combine decades of experience with tailored solutions to help clients achieve their financial goals. Our approach prioritizes understanding clients' unique needs, offering services ranging from retirement planning to inheritance tax advice. We maintain a family-focused culture while delivering national reach, ensuring clients receive both local service and industry-leading expertise. 
Services
Financial planning
Employee benefits
Lending services
Inheritance tax advice
Retirement strategies
Served areas
- Brighton & Hove, Rottingdean, Ovingdean and Sussex
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in personalized financial planning
- Our team includes 200+ qualified financial experts
- We provide tailored solutions for 5 billion in client assets
- Client-centric approach with family-focused values
- Nationwide service with local office accessibility
Associations and certifications
- Financial Conduct Authority
What people say
Personalised human touch
Fantastic job done
Helped my financial planning
Competent hands
Clear explanations
Services
Financial planning
Our financial planning service creates bespoke strategies to align your finances with life goals. We assess your current situation, risk tolerance, and future aspirations to develop comprehensive plans covering investments, retirement, and estate planning. With regular reviews and cash flow modelling, we ensure your financial strategy evolves with changing circumstances while maintaining regulatory compliance through FCA-authorised advice.
Employee benefits
We design employee benefits packages that enhance workforce retention and financial wellbeing. Specialising in pension schemes and tax-efficient benefits, our solutions help businesses attract talent while ensuring compliance with regulatory requirements. Our approach balances employer objectives with employee needs through tailored benefit structures and ongoing scheme management.
Lending services
Our lending services provide mortgage and protection solutions tailored to individual circumstances. We help clients secure competitive financing options while implementing risk management strategies to safeguard financial stability. The service combines market expertise with personalized guidance through all stages of the lending process.
Inheritance tax advice
Specialist inheritance tax planning services help preserve wealth across generations. We develop strategic approaches to minimize tax liabilities while aligning with your legacy goals. Our advisers create customized solutions considering current regulations and family circumstances, though this service remains outside FCA regulation requirements.
Retirement strategies
We create retirement strategies that ensure financial security during post-work years. Using cash flow modelling and investment de-risking techniques, our plans adapt to evolving needs across different life stages. The service includes regular reviews to maintain alignment with changing personal circumstances and market conditions.
Questions
What financial services do you offer?
We provide comprehensive financial planning, employee benefits, lending solutions, inheritance tax advice, and retirement strategies tailored to individual needs.
How do you personalise financial advice?
Our advisers conduct detailed consultations to understand your specific circumstances, goals, and risk profile before creating bespoke financial strategies.
Are your services regulated?
Our core financial planning services are FCA-regulated, though certain specialist areas like inheritance tax planning operate outside this framework.
How often are financial plans reviewed?
We recommend annual reviews but offer flexible scheduling to accommodate changing circumstances or market conditions.
What areas do you cover?
We operate nationwide across the UK with local office accessibility in multiple regional locations.
How do I start working with you?
Contact our team through our website or office locations to schedule an initial consultation discussing your financial objectives.