Whilst the primary focus of Argyle is to work with you to manage your investment portfolio or pension planning requirements, did you know that we can also assist in a number of other key areas?

For example: life cover for yourself and your dependants, with mortgages (including re-mortgages) and inheritance tax planning. Perhaps in connection with saving, or establishing a trust fund for children or grandchildren, being mindful of the spiralling cost of school and university fees*.

Any changes in your financial circumstances will be covered as part of our Annual Review process… probably the single most important element of the service which we provide to clients.

Our Review Team will be contacting you in due course, to confirm that we have up-to-date information about your circumstances, as well as verifying other pertinent facts such as your ‘attitude to risk’.

To enable you to receive the maximum benefit from your Annual Review please ensure that the information you provide is as accurate and extensive as you can manage.

Meet the Review Team

From Left to Right:
Richard Hawkings, Jenny Kearns, Paul Woollett, Graham Owers

David Harrison

We would also like to take this opportunity to introduce David Harrison, the latest member of the Argyle team. David joins us from Resolution plc and will be based in our Southport office. Remember, Argyle are here to assist you to organise your finances properly. Please do not hesitate to contact us at any time.

www.argylefinancialgroup.co.uk