Financial Advisers (Independent) in Houghton le Spring
Rainton Bridge Business Park
Houghton Le Spring
At Argent we offer a unique and bespoke financial, commercial and business service for both individuals and companies of high net worth or those wishing to achieve that status. Our team's experience and expertise in specific areas aids our clients in solidifying and improving their aims and ambitions, both personally and professionally, as well as having the wherewithal to reach them.
We are also active in identifying specialist planning and investment opportunities for our clients and distributors, often on an exclusive basis. We pride ourselves, not only on our high performance, but our close personal client relationships and discretion, which leads to maximisation and realisation of your personal and professional wealth base.
The firm specialises in bespoke corporate structuring, strategic business planning and exclusive wealth creation opportunities. Business reviews are undertaken to establish key owner requirements and priorities. This will enable owners to maximise their value both inside and outside of their companies and/or other business interests, to provide the ability for efficient future wealth, ensuring tax-efficient use of available opportunities.
There are currently no reviews for this company
All fields are required. Your review will appear immediately.
Advice and implementation of a Group Personal Pension scheme. David has guided us through the whole process from start to finish and demonstrated great product knowledge.
I had been paying into a SIPP for years not really being kept informed of where the money was being invested, how it was doing and what charges were being applied. After a full review from David, I am now in a much better place, active monitoring of my funds which has benefited me greatly over the last few years, as well as having a much more competitive pension with lower charges. Big thanks to David for adding such value to my planning. I would not hesitate to recommend him.
I joined a pension scheme put in place by David. He took the time to go through my options, taking my attitude to risk and affordability into account and explained everything very clearly, including how his firm are paid. The method he used meant that I have more contributions paid into my plan for the same cost as before, it is a great help to have someone who took the time necessary to go through everything so I understood exactly what I have, his attention to detail and efficiency is excellent and would highly recommend him
"I have known David Hardman since 2011. I originally contacted him to obtain pension information and advice. Following this I approached David to get advice in a particular aspect of Trusts and he put me in touch with a colleague who specialises in this field. More recently, probably since 2012 David and I have regular consultations regarding our broad investment portfolio. David has, without exception, been a valuable source of guidance in financial investment matters and we hold regular meetings to monitor progress, where he delivers the correct balance of technical analysis tempered with pragmatic advice."
NB, Private Client
"I have known David for over 10 years in his capacity as an IFA. Over that period, the path of investment has not always run smoothly and whilst it is easy to take credit when times are good, it needs someone to stand by you, guide and help when they are not. David has done just that and continues to be someone of integrity who I trust with my financial planning. He has adapted to the change in industry and in recent years developed a new and very effective investment monitoring programme. I would have no hesitation in recommending his services."
PM, Corporate Client
Testimonials are added by the business owner and are not independently verified.
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed