argent's guide

• How we work
• IHT planning
• Family protection
• Mortgages
• Planning for retirement

We pride ourselves in being able to provide:

• Bespoke solutions for our clients’ financial needs.
• Management and care of their investment portfolios.
• Regular review and monitoring with clients to ensure continuing effectiveness of our advice.

We are continually judged by the investment performance we achieve and so strive for the benchmarks of success – relative returns and absolute returns.

Both our discretionary and advisory service is underpinned by the professionalism and experience of our advisers – refined by the use of modern technology to improve:

• The accuracy of our advice.
• The speed with which it is delivered.
• The clarity of information so that clients can easily understand what is being proposed.

Every client will be presented with a Service Agreement. This will set out what services our clients can expect from us and will be accompanied by details of how we will seek to be remunerated for providing these services. A copy of our Service and Remuneration agreements can be provided on request. Please email us at info@argent.co.uk for further details.