FAQs
Explore answers to common questions about our services.
Before you get started
Discover how we’re regulated, the independent advice we offer, and what happens when you take your first step with us.
Do you offer independent financial advice?
Yes. We provide independent financial advice, allowing us to recommend solutions that best suit your individual circumstances.
Who are you regulated by?
We are regulated by the Financial Conduct Authority (FCA).
What is your Financial Conduct Authority reference number, and where can I prove your regulation?
Argentis Wealth Management Limited – 419331
Argentis Financial Planning Ltd – 624277
You can verify our regulation directly on the Financial Conduct Authority Register: https://register.fca.org.uk/.
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.
How long has the Argentis Group been providing financial advice?
Argentis Group has been providing financial advice since 2001.
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.
What additional certifications and accreditations do your advisers or firm hold?
All of our financial planners are fully qualified, with many holding additional professional designations such as Chartered status or Fellowship of the Personal Finance Society. Some of our team are also recognised as Top Rated Advisers through VouchedFor, and others are currently working towards Chartered status and further qualifications.
You can find more information about us here:
VouchedFor – https://www.vouchedfor.co.uk/firm/12808-argentis-wealth-management
Chartered Insurance Institute (CII) – https://www.cii.co.uk/
Do you have any client reviews or written/video testimonials, and where can I view them?
Yes. We have client reviews available on Google and VouchedFor: https://www.vouchedfor.co.uk/firm/argentis. Additionally, you can view written testimonials throughout our site.
What makes your firm different from other financial advisers and planners?
Like many financial planning firms, Argentis is an independent financial advice firm.
One of our key differences to other advisers and planners is our access to the wider investment management expertise of our colleagues at Hawksmoor Investment Management. This connection provides us with access to additional research, investment solutions, and portfolio capabilities, including multi-asset funds, model portfolio services, and bespoke investment strategies that can be used to support our clients’ planning needs.
What are the key cities, towns and areas you work with clients in?
We support around 19,000 clients across the UK. Our financial planners work with clients nationwide, delivering advice in the way that is most convenient for each individual, whether that is in person or remotely.