Financial Advisers (Independent) in Houghton le Spring
Rainton Bridge Business Park
Houghton Le Spring
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
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.
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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.
Testimonials are added by the business owner and are not independently verified.