Services

Our aim is to create & to deliver a successful investment experience

Our services cover all areas of investment management and financial planning including investments, tax planning, protection, pensions, wealth transfer and estate planning.

Investment planning

Using institutional grade, low cost asset class funds, we help optimise your investments, re-balancing and reporting regularly with face to face meetings to ensure that we are still on track to meet your objectives.

The value of investments and income from them may go down. You may not get back the original amount invested.

Pension planning

We help you select the right scheme for you depending on your needs and objectives. You may wish to invest in a particular asset class or simply to maximise tax-free cash and deliver the pension income you want.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Retirement planning

Retirement can mean many different things for different people. We work with you to create a plan to fund your retirement, that is designed to cater for your desired lifestyle.

Estate planning*

We can help you to reduce your inheritance tax liability, through trusts and structured gifting programmes using many available allowances. Alternatively we can look to cover a potential inheritance tax liability using a life policy in trust for your beneficiaries.

Protection

Having established a Plan A in terms of your investment objectives, you may wish to have a Plan B to protect you and your family against the unforeseeable happening. We have access to the leading providers in the UK for such policies as life cover and critical illness cover.

Tax & structural planning*

We help you ensure that your financial affairs are arranged in the most efficient way to reduce your tax liability.

Tax treatment is based on individual circumstances and may be subject to change in the future.

Comprehensive financial planning

We record and confirm all the details of your financial life, including assets, liabilities, children, grandchildren, investments, other professional advisers and wills.

Consolidate & simplify your investments

You are able to hold your different investments and tax wrappers all in one consolidated account, such as your ISA, pension or capital investment bond.

On-line, up to date valuations

You are able to access your portfolio account on-line. The value of your holdings is updated on a daily basis.

Who we work with

We are able to consider almost all aspects of your financial needs and the decisions we make are based on what is best for you…the individual client.

Our services cover almost all areas of investment management and financial planning including investments, tax planning, protection, pensions, wealth transfer and estate planning.

We believe that we offer our clients a unique approach to financial planning. Our service is designed to provide bespoke investment solutions for private investors and their families, trustees and business owners. Beyond financial planning, we work in partnership with trusted legal and tax practitioners in their specialist fields.

We are able to create an integrated team of professionals who work together with us, in order to help you achieve your long term financial priorities.

* The Financial Conduct Authority does not regulate Inheritance tax planning, tax & trust planning and legal services.


Argents Wealth Management is a trading style of Aspire Financial Management Limited, which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Aspire Financial Management Limited is registered in England & Wales under registration number 07804624. Registered Company Address: 5 Lister Hill, Horsforth, Leeds, LS18 5AZ.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.