Argyle Financial Group have been established as Independent Financial Advisors for almost thirty five years, during which time owner-directors Jean MacIntyre and husband Phil Melville have been privileged to work with clients based throughout the United Kingdom as well as further afield.
With premises previously located in London and Southport, Jean and Phil took a decision in 2009 to establish a consolidated office in Hertfordshire, following their purchase of ‘Farthings’ a property located in the village of Little Gaddesden. They continue to be ably assisted by Gwen Veevers, a colleague of some twenty years.
In the early days Argyle primarily operated as a traditional broker, selling life insurance and retirement plans, but their shared appetite for new technology and a willingness to embrace change brought about a major shift in 2002. This was when the firm became one of the first IFAs to champion a revolutionary new approach to financial advice, by bringing all of a client’s individual investments under one umbrella, now commonly known as the wrap account.
By using Transact (the very first model for the wrap concept) Argyle were able to transform clients’ overall understanding of their financial arrangements and provide unprecedented levels of transparency, particularly in the area of charges, in a sector that was previously renowned for a somewhat ‘opaque’ approach to client servicing.
Argyle no longer accepts new business, preferring to concentrate their time and best efforts on serving existing clients and immediate families. They remain committed to helping clients gain a better understanding of their financial affairs whilst ensuring, whenever possible, that they achieve their own personal objectives.
Jean and Phil are passionate about the use of ‘Plain English’ when explaining how client monies are being invested and equally when commenting on how the impact of World events informs the investment decisions they continue to make on your behalf.