Aegis Financial Consulting
Services
Aegis Financial Consulting offers a range of services to interested clients, from personal financial advice to small business financial planning. In addition, we offer training and speaking for companies or groups that could benefit from such arrangements. Finally, and more niche, we also offer an expert witness service to Courts and lawyers who need to have complex areas of financial planning explained simply.
For an overview of our current range of services, see one of the pages below. From these you will hopefully get a feel for the wide range of circumstances we can help with.
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 guaranteed 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 venture capital investment, 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.
Our Robo Assistant for people who have questions they would like to put to a financial adviser, but don’t currently have a financial adviser that they could ask.
Expert witness work for lawyers looking for someone with familiarity with financial services legislation.
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Aegis Financial Consulting
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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)