Get to know Mandy
Mandy is a financial planner and mortgage broker with over 15 years of experience in the financial services profession. Her qualifications include DipPFS, CeMAP, CeFA, and CeCM. She joined Argentis Wealth Management to offer clear, practical advice that supports clients in making informed financial decisions. Alongside pensions, investments, and protection, she also specialises in mortgage advice and equity release, helping clients find solutions that support their goals at every stage of life.
Day to day, Mandy works with individuals, couples, and business owners to create personalised financial strategies – whether that’s investing for growth, planning for retirement, or structuring assets tax-efficiently. She particularly enjoys helping clients simplify complex situations and build plans that give them peace of mind.
Outside of work, Mandy is passionate about horses and spends much of her free time riding and training. She also loves travelling and exploring new destinations with her partner whenever she can.
Tax planning advice is not regulated by the Financial Conduct Authority.
In the spotlight
Hawksmoor
Member of Personal Finance Society
Qualifications