At the centre of your relationship with Argyle is your personal adviser. They’ll examine and assess all your existing arrangements and, based on your needs, they’ll appoint a team of Argyle specialists to create a strategy for your organisation.
Our advice will be completely tailored to your organisation’s unique needs. We have in-house specialist administrative departments for trusts*, pension drawdown, corporate and employee benefits – so you can be sure of a well-rounded approach.
Your adviser will provide you with a report of recommendations. Together you'll agree the most appropriate route for your business and we'll begin to put it into action.
* Trust planning is not regulated by the Financial Conduct Authority.
A part of your team
We’ll work alongside your existing advisers, such as solicitors and accountants to make sure your financial planning is integrated seamlessly into the fabric of your business.
Throughout your organisation’s relationship with Argyle, your adviser will become a part of your team. They will be in touch regularly and will take a thorough approach to knowing your business, its direction and aims.
Generally, all of the advice we give is included in our overall fees – so you know you can call on us whenever you need.
