Your Financial Friends
We'll help you to protect yourself and your family.
Nick Barber
Director
At Argent, we help people with families get the very best out of their financial planning and wealth management strategies with intelligent and holistic advice that protects them and their loved ones throughout life's journey.
When you've got a family it's only natural to want to know how to plan ahead for the future. Typically, that means answering the following types of questions:
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Are your pension arrangements fit for purpose and on target to support your retirement plans?
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What's the best way to invest a bonus or protect your income?
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Do you need to make sure your family is covered in the event something happens to you?
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Are you looking to put money aside for a specific event like your children's education or looking at the most tax efficient way to hand down your wealth to them?
Our exclusive, no obligation consultation has been designed to help you answer these questions, transform they way you look at your wealth management and open up a new world of financial freedom.
We'll help you to take control of your financial future
We'll help you to put together a goals-based plan that's bespoke to you and your family's circumstances and supported by our knowledgeable and reassuring advice throughout:
We'll start with three critical questions:
1
What are your financial objectives?
2
Are you on track now to achieve it?
3
What more could you achieve with some additional planning?
Once we've answered these, we'll then work with you to identify clear and realistic objectives and prepare a plan that can cope with the challenges that life and work will throw at you and your family in the years ahead.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than you invested.
Your personal
consultation
We'll use this session to find out what's important to you and what your goals and aspirations are - it's what we call your Future Perfect. We'll then combine it with our experience, knowledge and insights to start looking at what could be achieved with a bit more planning.
There's no obligation and, at the end of it, you'll be better informed and empowered with the right kind of knowledge to help you to take control of your wealth management strategy and deliver the lifestyle and retirement that you want whether you choose to work with us or not.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than you invested.
A little bit
about us
We specialise in giving refreshingly friendly and uncomplicated advice that’s designed to make financial planning as easy as possible. Our pragmatic approach helps to build, manage and protect your wealth through common sense planning that’s in line with your long term plans and flexible enough to cope with whatever life throws at you.
We believe that everybody should have access to good financial planning that’s easy to understand and practical. We combine our expertise and knowledge with a warm and nurturing environment that reflects our friendly and positive approach to managing our clients’ wealth and life in general.
Your home may be repossessed if you do not keep up repayments on your mortgage.