Our values
A strong financial plan begins with a strong foundation of trust. Our values define who we are
and how we operate, reflecting our dedication to empowering you with confidence for the future.
Our collective purpose

Creating confidence
Our purpose is to help you feel confident about your financial future. We do this by building a genuine relationship, taking the time to understand your life’s ambitions, and then creating a personalised financial strategy to help you achieve them.

The trusted home
We strive to be the trusted home for your financial plans and investments. As a team of independent planners, we have the freedom to select from a wide range of investment options, so our recommendations are always in your best interests.

One operating model
We operate under one management team with shared resources and processes. This integrated model is designed for maximum efficiency, which in turn improves our service and ensures you receive a consistent and cohesive experience.

One culture of shared values
Our two divisions, Argentis and Hawksmoor, operate with a single, shared culture. We work together with a unified set of values, creating a cohesive and inclusive environment that prioritises client-focused service.

Earning trust
Trust is earned through transparency and reliability. We make sure you always understand our services and recommendations, with a decision-making process that is open and always centred on your individual needs and aspirations.

Growing our expertise
Our team is built on a culture of continuous learning and improvement. We actively seek feedback from our clients and team to refine our processes and enhance our skills, so we always offer the highest level of expertise.

Succeeding together
For us, success isn’t the work of one person or a single department. Our firm thrives on shared knowledge and mutual respect across every team. By working together, we ensure every aspect of our business is focused on doing the very best for you.
Our team
Our teams work together in alignment, united by a shared dedication to provide the highest level of service and support on your financial journey.
