If for any reason you find yourself in a situation where you are no longer in contact with your previous financial advisor or are simply not happy with the level of service or investment performance your existing advisor is providing we would be able to service and support you. We can easily transfer your accounts to be serviced by Argentum and at no additional cost.

For clients who would rather have their investments and portfolios managed for them we are able to take care of everything for you from A to Z. Based on your risk profile and growth targets we can recommend a personalised portfolio to you. We will then continue to monitor, manage and make on going recommendations to you via email or phone.

We recommend that you get a second opinion to make sure that you are getting the best performance, service and support from your existing advisor and to confirm you are making the most from your existing investments.

Please feel free to contact us and we’ll be more than happy to arrange a meeting face to face or over the phone with you. We would initially conduct a financial questionnaire and review with you and then give you recommendations on your existing accounts. Once Argentum has been elected by you to be your preferred advisory company we will then be able to give you continuing ongoing service and support.

For clients who want to manage their own investments we can give you access to a wide range of solutions that you wouldn’t be able to access to yourself. You would be able to manage many of these solutions directly online. We also offer portfolio management services where we take care of all and any admin for you.