Salisbury
Helping you grow, protect, and enjoy your wealth
Argentis Group is an award-winning financial planning and investment management firm, supporting individuals, families, and businesses in Salisbury and across the UK. We provide clear, personalised advice on retirement planning, investments, and long-term financial decisions, helping you take a structured approach to your finances and the decisions that shape them.
Financial planning for professionals in Salisbury
We work closely with professionals across Salisbury to help them understand their financial position and make informed, confident decisions about their future.
Whether you are progressing in your career, looking to start investing, or planning ahead for the long term, we provide clear, considered financial planning and investment advice tailored to your circumstances.
Pension and retirement planning in Salisbury
We help individuals and families across Salisbury understand their pensions, assess their current position, and build a clear, structured plan for retirement.
From forecasting retirement income to structuring withdrawals in a tax-efficient way, we work with you to make sure your pensions and investments work together to support the lifestyle you want in later life.
Wealth management and tax planning for business owners in Salisbury
We work with business owners across Salisbury to structure their finances efficiently, combining wealth management with clear, strategic tax planning from experienced financial planners.
From managing profits and investments to planning exits, succession, and long-term income, our advice is tailored to protect, grow, and align your wealth with your personal and business goals.
Inheritance and tax planning advice in Salisbury
We provide inheritance and tax planning advice to individuals and families across Salisbury, helping to manage potential liabilities with the support of experienced financial planners.
Our approach includes reviewing your estate, structuring assets efficiently, and making use of available reliefs, ensuring your wealth is preserved and passed on in line with your wishes.
Investment management and guidance in Salisbury
We support clients across Salisbury with investment management and guidance built around discipline, consistency, and long-term thinking.
Alongside this, we have access to specialist expertise through Hawksmoor, allowing us to extend our investment offering where a more specialist approach is required.
Your questions, answered.
Everything you might want to know at a glance.
Where are you based, and do you work with clients outside your local area?
We began as a single small practice on the South Coast and have grown into a national firm, with financial planners based across the UK. This allows us to support clients wherever they are located.
Can I choose between meeting in person or on a video call?
Yes. We offer both face-to-face and remote financial planning services.
Our face-to-face financial planners operate under our Lifetime Planning Service, where you’ll have a dedicated financial planner supporting you over the long term.
We also offer a remote Financial Advice Service, designed for clients with less complex needs. This service provides access to a small, close-knit team that will support you with your specific circumstances and goals.
Where are face-to-face meetings held?
This can be arranged with your financial planner. Meetings can take place at your home, one of our offices, or at a location that is most convenient for you.
Do you have parking at your office?
The following offices have dedicated visitor parking:
- Waterlooville (FP)
- Poole (FP)
- Harrogate (FP & HIM)
- Taunton (HIM)
- Haywards Heath (Metis)
The following offices do not have dedicated parking, but are well served by public transport and/or nearby public car parks:
- Marlow House, London
- Store Street, London
- Salisbury
- Bath
- Exeter
The addresses and contact details for each of our offices can be found here.