Who are we?
More importantly, who are you? You are our number one priority when it comes to listening to your financial goals and needs. We work closely with you to build comprehensive strategies to meet those goals and prioritise your objectives.
We carefully consider your individual needs and adapt our advice accordingly so that you always get what is right for you and your circumstances. Our mission is simple: to provide Financial guidance with a level of excellence that exceeds all others.
Our Team
Christine Long
Director
Christine along with David Mortell founded Agentis Financial and Mortgage Solutions in 2014. “As an experienced and award winner mortgage broker I wanted to utilise my skills and knowledge within the industry as well as provide the personal touch and flexibility that you can only get within a smaller family run business. It means my company can adapt as and when required to provide the most efficient and customer friendly experience. Moving into wealth management allows us further improve our offering to our existing clients at Agentis Financial as well as reach new clients across the financial spectrum with a customer experience that is second to none
Victor Sacks
Director and Independent Financial Adviser
Victor's career started in 1994 at HSBC Bank as a Financial Planning Manager working initially with personal customers.
'It was when I moved to the commercial team that I found where my strengths really lie; working with business owners of all sizes, to fulfil both their personal and business financial objectives.
In 2011, after 17 years at the bank, the time was right to step out on my own. How better to understand the demands of running a business than to do it yourself?
I now offer a highly qualified, professional and holistic service to all of my clients. I have exceptionally high standards of client service; always doing what I say I will do, when I say I will do it. Unfortunately, that’s not always easy to find in this day and age.
Along with Christine and David we embarked on a joint venture to close the advice gap and reach the 'underserved' so that anyone can access financial planning advice no matter where they are on lifes journey
David Mortell
Director
David has utilized his many years’ experience to grow and develop Agentis with Christine Long since 2014.
‘I honestly believe we have the best people working within our team that offer the best advice and the best service. By teaming with Victor as Agentis Wealth I believe we have further enhanced this propostion into the financial planning arena'
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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