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.
Can you coordinate with my mortgage adviser if they need information from you?
Yes, absolutely. Our financial planners do this as part of their normal way of working.
What happens if my adviser leaves the firm?
We will recommend an alternative financial planner for you to consider. We understand how important trust and rapport are, so we will work with you to help ensure the right match.
Can I see an example of a financial plan?
Yes. Our financial planners can provide illustrative financial plans to help bring the process to life and give you useful context.
How often will I meet with my adviser or planner?
At least once a year, as part of your annual review.
Can you advise on mortgages?
Yes. Argentis Wealth Management can provide advice on mortgages as part of your wider financial planning.
Can you advise on equity release?
Argentis Wealth Management can advise on Lifetime Mortgages, which are a type of Equity Release. We can not advise on Home Reversion Plans.
Can you advise on personal pensions?
Yes. We provide advice on personal (defined contribution) pensions as part of our financial planning services.
Can you advise on occupational pensions?
Yes. We can advise on occupational pensions as part of your overall retirement planning.
Can you help me consolidate multiple pensions?
Yes. We can review your existing pension arrangements and, where suitable, help you consolidate them.
Can you help me take my pension tax-efficiently?
Yes. We can help you plan how to access your pension in a way that considers tax efficiency alongside your wider goals.
Can you help with ethical or sustainable investing?
Yes. We can support you in exploring investment approaches that reflect ethical or sustainable preferences.
Can you help me invest an inheritance I’ve received?
Yes. We can help you assess suitable ways to invest an inheritance based on your objectives and circumstances.