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Welcome to Argentis

Looking to the future with confidence

PSG Financial Solutions Limited have now joined Argentis Wealth Management Limited (part of the Argentis Group). Together, with Petra, the team are excited to continue to provide you with Independent financial advice and continue your journey to financial freedom.

 

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You’ll see a change in branding, documents and website, but in terms of service you’ll see very little change from what you’re used to. Your financial planner will still be the same person and we’ll be looking after your future with the same care and attention you’re used to.

We’ve included some answers to questions you might have below, but if you have any further questions about the change in name, how this impacts you or anything else then please don’t hesitate to contact your financial planner or a member of the team.

Why are we changing?

PSG started out as a small, owner-managed advisory firm, over ten years ago, with a focus on putting clients interests at the forefront of everything they do and an ethos of high quality, professional financial advice. 

We’ve taken the decision to join Argentis as we have a shared ethos and to ensure you are provided with excellent financial advice for many years to come.  We might be a bit larger now, but we’re still fiercely focused on creating great futures for our clients, with a renewed focus on allowing you to live with confidence now and well into the future.

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What do you need to do?

Existing clients don't need to do anything, we have your completed agreement to transfer and Petra will be in touch to arrange your financial planning review. If you're a new client or would like to contact us sooner please click on the contact us page.

 

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Are there any benefits to existing clients of this change?

Yes. We’re making this change with one eye on how we’ve grown in the past and how we’ll provide you with financial confidence in the future.

  • Argentis has used its size to create a new suite of investment services, tailored especially for our clients and their needs. These range from individual funds to an advisory portfolio service, all the way through to bespoke investment management.
  • Our size means we will be able to obtain preferential terms with strategic partners, passing on these terms to you so that you retain more of your investment returns.
  • With a greater number of financial planners, we’re now better structured to cover holiday and sickness, so someone will always be there to help you.
  • We’ve reorganised and realigned how the organisation is structured, all with a keen eye on providing you with a better overall service.
  • The cost of regulation for financial services businesses is increasing as are the complexities for firms in our industry. As a larger, more financially viable business, we’re now better equipped to deal with these market conditions and provide you with personal financial advice, long into the future.
  • As a larger organisation we now have a wider range of specialisms within the team, so your personal financial planner can call on specific expert advice, whenever they need it.

Will any new services be available immediately?

The new Argentis website features all of our services structured and described in a slightly different way. Holistic financial planning is still at the heart of what we do, but you’ll be able to read more on the website about services such as investment advice, equity release and tax planning. If you have any questions regarding a specific service then please speak to your financial planner or any other member of the team. You can find out more about our services by reviewing the following pages.

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Financial Planning

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Employee Benefits

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Lending and Protection

Advice on tax planning is not regulated by the Financial Conduct Authority.

Where can I find out more?

Right here on our website is the best way to read more about Argentis.

Please also contact the team here with any questions, or, as always, please do feel free to contact your financial planner.

Argentis Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No. 04214267. Registered Office: 5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire PO7 7SE.
Argentis Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No. 06744013. Registered Office: 5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire PO7 7SE.

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