Private clients

Holistic Financial Planning

Our clients want their financial affairs to consistently support the lives they lead. When we start working with you, we examine all your existing arrangements. We’ll tell you if we believe they’re working well – or if, with a little adjustment, they could be working better.

Then we’ll build on what you already have to create a strategy that works for you.

Our advice will be unique to you – and we’ll work alongside your existing advisers, including solicitors and accountants, to make sure you get the maximum benefit.

All our private clients have their own personal adviser. When you first meet, they take time to get to know you. They’ll fully research and analyse your existing investments and insurance policies – and find out what you want to achieve.

Private Client

When they have a full picture, they’ll coordinate all the Argyle people whose expertise you will need. Together they’ll evaluate your existing arrangements and identify any gaps, or where your investments could be working harder for you.

A well-rounded approach

We cover all areas of pensions and investments – and we also have specialist admin departments for trusts*, pension drawdown, corporate and employee benefits. So you can be sure of a fully integrated approach.

Your adviser works with their colleagues to research and analyse the products in the market to find the optimal solutions for you.

Then they’ll provide you with a report. Together you'll work through their recommendations and agree which are the most appropriate for you - and then start to put them into action.

* Trust planning is not regulated by the Financial Conduct Authority.

An on-going relationship

It’s our job to make sure your financial planning adapts as your life and goals evolve. We review your arrangements regularly to make sure they’re still aligned with your overall aims - and we keep you up to date in regular meetings.

If your circumstances change, your adviser will make sure that the right Argyle people have been fully briefed and are ready with the advice and suggestions you need.

You’ll always be welcome

Throughout your relationship with Argyle, your adviser will be there whenever you want to catch up. There are times when you’ll need to speak to us frequently – particularly when you’re preparing for life’s milestones, like marriage, retirement, inheritance, or perhaps selling your business.

Generally, all of the advice we give is included in our overall fees – so you know you can call in whenever you want to.

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It’s not unusual for many of our clients to need advice for their businesses too. We can help with everything from employee benefits through to family business advice and succession planning.


Holistic, personal advice . . .

Testimonial image

When people ask me what I love about my job, I say, “Getting to know people”. Our clients are remarkable individuals – they’ve often created successful businesses, or made successes of other people’s. They’re interesting and full of ideas – they’re very talented people.

Stuart Dunbar, Managing Director

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