Ae Financial Services
Argentis is an FCA-regulated UK financial planning and investment management firm serving individuals, families, and businesses through six regional offices, offering financial advice, lifetime planning, discretionary investment management via Hawksmoor, mortgages, protection, and employee benefits administration.
- Company typePrivate
- Founded-
- HeadquartersWaterlooville, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Ae Financial Services does
Argentis is an FCA-regulated, UK-based financial planning and investment management firm operating through two authorised entities — Argentis Wealth Management Limited (FCA registration 04214267) and Argentis Financial Planning Limited (FCA registration 06744013) — both registered in England with headquarters in Waterlooville, Hampshire. The firm delivers advice and discretionary investment management primarily to individuals, families, and businesses across the UK, supported by a six-office regional network (Waterlooville, London, Harrogate, Haywards Heath, Poole, Salisbury) and a dedicated team of financial planners including Chartered Financial Planners and departmental specialists in pensions administration, healthcare and risk, and employee benefits.
The core product suite comprises the Financial Advice Service (decision-support advice), the Lifetime Planning Service (comprehensive long-term financial planning), discretionary Investment Management delivered via a strategic partnership with Hawksmoor Investment Management, mortgage and equity release advice, protection and insurance products, and an employee benefits / auto-enrolment administration offering for UK businesses. The firm operates a sales-led, direct-advisory go-to-market, with face-to-face and virtual meetings run through the regional offices and a website enquiry channel feeding the funnel. Pricing is quote-based and not publicly disclosed; revenue is generated through professional-services fees for financial planning and employee benefits, recurring investment management charges, and product commissions on mortgages and protection.
Argentis is independently and privately owned (no parent company, no disclosed outside investors, no funding rounds in the source material), with an 80+ person team across four regional divisions and specialist departments. Client acquisition is anchored on a multi-channel model combining content marketing, third-party verified reviews on the VouchedFor platform (4.7 rating on 22+ reviews; winner of the VouchedFor Client Communication Award 2025), and word-of-mouth referrals. The firm explicitly markets to UK residents only and targets a horizontal segmentation across eight life stages from individuals in their 20s through to those in their 90s, alongside a smaller business employer segment.
Ae Financial Services firmographics
Firmographics- Name
- Ae Financial Services
- Legal name
- Argentis Wealth Management Limited
- Website
- https://aefinancialservices.co.uk
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Argentis is an FCA-regulated UK financial planning and investment management firm serving individuals, families, and businesses through six regional offices, offering financial advice, lifetime planning, discretionary investment management via Hawksmoor, mortgages, protection, and employee benefits administration.
- Ownership category
- akta.pro rank
Ae Financial Services industry classification
Industry- Product category
- Financial Planning and Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
Keywords
Where Ae Financial Services is headquartered
LocationHeadquarters
- HQ city
- Waterlooville
- HQ country
- United Kingdom
- HQ region
- Europe
Offices6 records
Markets served
Ae Financial Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Planning Services: Provides comprehensive financial planning services including The Financial Advice Service and Lifetime Planning Service, where dedicated planners deliver tailored financial plans to help clients reach long-term goals.
- Investment Management: Discretionary portfolio management and multi-asset investment solutions for clients.
- Mortgage and Protection Services: Mortgage advice, equity release, and protection/insurance products for clients.
- Employee Benefits: Auto enrolment and employee benefits administration services for businesses.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Ae Financial Services product offering
Product offeringCore offering
Argentis provides personalised financial planning and discretionary investment management to UK individuals, families, and businesses through dedicated advisors. Core offerings include the Financial Advice Service for decision-making guidance and the Lifetime Planning Service for comprehensive long-term plans, supported by multi-asset discretionary investment management delivered in partnership with Hawksmoor Investment Management. Mortgage advice, equity release, protection/insurance products, and workplace employee benefits are also offered alongside the core planning services.
Product overview
Argentis is an award-winning financial planning and investment management firm offering a unified service platform. The core offerings comprise two interconnected financial planning services — the Financial Advice Service for decision-making guidance and the Lifetime Planning Service for comprehensive long-term financial plans — supported by discretionary investment management capabilities. The firm serves individuals, families, and businesses across different life stages (20s through 90s) with financial planning, investment management, mortgages, equity release, protection and insurance, and employee benefits.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advice Service An advice service designed to aid clients in making clear financial decisions, take control of their finances, and pursue their desired lifestyle with confidence. Delivered by dedicated Argentis financial planners to individuals and families.
- Lifetime Planning Service A comprehensive financial planning service where dedicated planners deliver tailored financial plans designed to help clients reach their long-term goals, including retirement, legacy, and life-stage planning across the 20s-90s journey.
- Investment Management Discretionary portfolio management and multi-asset investment solutions providing carefully structured and actively managed portfolios, delivered via Argentis's partnership with Hawksmoor Investment Management.
- Mortgage and Protection Services Mortgage advice, equity release, and protection/insurance products offered to Argentis clients alongside financial planning.
- Employee Benefits Auto enrolment and employee benefits administration services for UK businesses, supporting workplace pensions, benefits, and workforce financial wellness programmes.
Quantifiable outcome
- 4.7 rating on VouchedFor platform based on 22+ verified client reviews
Companies that use Ae Financial Services
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Ae Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Ae Financial Services partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Hawksmoor Investment ManagementcoreHawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Argentis partners with Hawksmoor to deliver investment management services to clients.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Ae Financial Services competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Ae Financial Services social profiles
Digital presenceAe Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ae Financial Services leadership team
Management profileNumber of profiles
Profiles14 records
Ae Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ae Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ae Financial Services
What does Ae Financial Services do?
Argentis provides personalised financial planning and discretionary investment management to UK individuals, families, and businesses through dedicated advisors. Core offerings include the Financial Advice Service for decision-making guidance and the Lifetime Planning Service for comprehensive long-term plans, supported by multi-asset discretionary investment management delivered in partnership with Hawksmoor Investment Management. Mortgage advice, equity release, protection/insurance products, and workplace employee benefits are also offered alongside the core planning services.
Is Ae Financial Services a public or private company?
Ae Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Ae Financial Services founded?
Ae Financial Services was founded in -1. It employs 11 to 50 people.
Where is Ae Financial Services based?
Ae Financial Services is headquartered in Waterlooville, United Kingdom, in the Europe region.
How does Ae Financial Services make money?
Four revenue lines are on record. Financial Planning Services are the primary driver. The others are investment Management, mortgage and Protection Services and employee Benefits.
Does Ae Financial Services have an API?
No public API is recorded for Ae Financial Services.
What industry is Ae Financial Services in?
Ae Financial Services's product category is Financial Planning and Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAC, Independent Broker-Dealers (Retail Network). Its NAICS code is 523940 and its SIC code is 6282.