Choosing the right financial partner is one of the most important decisions you will ever make. We believe that professional financial advice can add significant value to individuals and businesses and we provide a comprehensive ongoing review service designed to create real value for our clients.
Through our specialist sister company Wise Financial Solutions, you will have access to independent financial advice – our financial planning team will provide you with initial advice, ongoing reviews and regular financial ‘wealth checks’. In addition you will be provided with market updates, access to new ideas and we will work with you as a partner to build sound financial strategies that will help you achieve your goals. There are a range of services we can provide, including:
Wise Financial Solutions is a trading style of Argentis Financial Management Limited which is authorised and regulated by the Financial Conduct Authority (435534). The Financial Conduct Authority does not regulate tax advice or trusts.
To find out more about our services or to arrange a free consultation please contact Wise Financial Solutions on 01252 711244