Independent, accessible financial advice for all
 

Financial Health, 
Creates Mental Wealth.......

Trusting someone with the important task of managing your finances can be intimidating, and so it is essential to find reliable professionals to provide trustworthy financial advice. Gaining knowledge is one thing but finding someone who will be proactive about you getting the best for your money is key. Finding an experienced advisor who can effectively manage your portfolio and who will understand your personal needs is paramount, as well as ensuring they carry the right credentials. In addition, checking customer reviews can help in making the right selection. Ultimately, you don’t need hundreds of thousands of pounds to benefit from savvy financial advice; what’s more important is to locate professionals that know and understand money matters and who you feel comfortable entrusting with such a significant investment.

What we do....

At Agentis Wealth, we provide expert advice on a variety of financial matters. Investment advice and pension advice are among our specialities, as well as financial planning for businesses. Not only do we assist you with setting up a plan for the future, but we also offer business protection services to ensure that your business remains safe from monetary risks during times of uncertainty. Our years of experience in the financial sector make us the perfect choice for secure and reliable Investment and Pension advice.

“Investments carry risks. The value of your investments (and any income from them) can go down as well as up and you may not get back your full investment amount.”

 

 

Meet Our Team

Christine Long 

Victor Sacks 

David Mortell

 Agentis Wealth Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority.   Agentis Wealth Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 970699.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financialombudsman.org.uk

 Agentis Wealth Management Ltd is Registered in England and Wales (Reg. No. 13778673). Registered Office: 1st Floor, 40 Thorpe Wood, Peterborough, PE3 6SR

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

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