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Aegis Financial Consulting

Your financial expert

Meet your financial expert

Welcome to Aegis Financial Consulting, a full-service fixed-fee independent financial advice firm and your financial expert. We provide:

  • Financial planning for individuals, including:
    • Cash flow forecasting to assist in creating a well-constructed set of goals.
    • Investment planning with those goals in mind.
    • Pensions, both as part of the investment planning and as a means of providing  retirement income.
    • Financial protection against sickness and death for your family.
    • Tax minimisation within the bounds of acceptability in law. This might involve reducing the impacts of inheritance tax on your eventual estate, for example.
    • Other niche financial planning areas, including overseas pensions and a whole range of other options.
  • Business financial planning, aimed at owner-managed businesses where traditional Employee Benefits consultants are not cost-effective.
  • Expert witness work for lawyers looking for someone with familiarity with financial services legislation.
  • Technical talks and training on a variety of subjects for groups of any experience level.
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Our Vision

Giving everyone access to top-quality financial expertise at a fair cost with a focus on knowledge, experience and integrity.

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Our Mission

Make sure that clients are well-informed and able to achieve their financial goals while fully understanding and offsetting risk.

We also have a new AI-driven financial assistant called Rob that you can  ask various questions you  might  have about financial planning.  Perfect if you have questions about the financial planning options in the UK, and a great groundwork for finding information that you’d like to discuss with a financial adviser.

We are an appointed representative of Fintuity Ltd, which is authorised and regulated by  the Financial Conduct Authority.

We are based in London, but have embraced modern videoconferencing technology so are happy to work with clients from all over the UK.  That said, if you want to meet in Uxbridge, Hillingdon, Harrow or Ealing, those are all very easy for me to get to.

EXPERT financial adviser

Ian Rex-Hawkes - Your Financial Expert

Ian Rex-Hawkes

Chartered financial planner

Director

Ian has been active in financial services since 2008 and has been responsible for looking after clients at every stage of their financial lives.  Find out more about Ian and his experience and qualifications.

OUR SERVICES

Click on the headings to find out more.

private client

Helping individuals with their financial queries, including their wider family requirements. Overall goal is to assure peace of mind for clients and their loved ones.

small businesses

If you have a company, you have some unique requirements for pensions and insurance. Ian can help you make sure that you have the right corporate protections in place and a decent pension scheme

expert witness

A specialist service for lawyers and courts who require an expert in financial advice matters.

training and speaking

If you would like some specialist training on a technical financial subject or would like someone to come and deliver a talk to a wide audience, Ian is happy to do that.

Everything you’d expect from an Independent Financial Adviser, priced to be as fair and transparent as possible.  Get in touch if you’d like to arrange a free initial chat by phone, video conferencing or face to face in the Uxbridge area.

Free Financial Healthcheck

Free Financial Health Check - available on our client portal

You can visit our client portal right now and complete a free financial healthcheck with no obligation at all.  If you are interested, navigate over to our client portal and start the process now. No obligation, just free information that you can use to decide what your priorities are.

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Aegis Financial Consulting

Contact Us

Send Mail

ian@aegisfinancial.ltd

Contact Form

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Call

07470 515 112

Aegis Financial Consulting is a trading name of Aegis Financial Consulting Limited which is registered and incorporated in England and Wales (Company Number 13947249).
Aegis Financial Consulting is regulated by the FCA (Firm Reference Number 1002306) and is an appointed representative of Fintuity Limited (814106)