Our Services

Personal Financial Planning solutions...

Whatever your stage in life you are likely to have a need for truly independent financial advice. Whether planning your retirement, investing money, or obtaining family protection, the choices can be daunting. We can help you make sure that you are making the right choices and the best arrangements for your personal circumstances.

Secure your financial future with smart financial planning...

By speaking to Argyll Financial Services, you will make the right financial decisions based upon your income, your needs and your goals. Our team consists of some very experienced and highly qualified advisors. As Independent Financial Advisers regulated by the Financial Services Authority, we are committed to maximising the benefits to our clients by identifying the most appropriate, tax efficient and cost effective blend of products available in the marketplace.

The longer you delay your financial planning, the harder it can be to achieve your long-term goals. There are also many ‘life events’ which necessitate a particular focus upon careful financial planning.

You should talk to Argyll when

  • You want to know how much you will need for retirement.
  • You want a personalised plan to achieve your financial goals.
  • Your personal circumstances have changed, or are about to change e.g.through marriage, having children, leaving your job or receiving an inheritance.
  • You have been thinking about long-term investment but you don’t have the time or resources.
  • You have insured your home, car and health, but haven’t insured your income.
  • Your existing life insurance cover isn’t enough to protect your family.
  • It is time to capitalise on investment opportunities and review your current investments.
  • You require a solution to mitigate an inheritance tax liability.

During initial discussions with you at our offices, in your workplace or your home, we ascertain your main priorities and then prepare and submit a report with our recommendations:

1. Review - Argyll conducts an in-depth financial review of your current circumstance and future objectives and goals.

2. Analysis - We comprehensively analyse your requirements thus ensuring that your protection, retirement and investment needs are fully catered for.

3. Research - We undertake thorough research to ensure that you will benefit from the most cost effective solution, tailored to meet your situation.

4. Recommendations - We provide you with a detailed but no nonsense explanation of our advice so that you can make fully informed decisions.

5. Ongoing review - By agreement, Argyll will also remain available throughout the year to offer continued advice and support, so that if your situation changes your financial management remains in the best possible shape.