About Aegis Financial Planning

Extraordinary financial solutions for extraordinary times for you, your family and your business.
Aegis is a privately owned independent house dedicated to managing its clients’ wealth and tax affairs.With a team of highly experienced Investment, Pension, Retirement, Protection, Inheritance Tax, Estate Planning, Mortgage & Tax Advisers, for us reputation is everything, which is why most of our new clientele comes from recommendation from our long-standing clients and relationships with private banks, accountants and other professionals.Our mission is to challenge the traditional model of how wealth management has previously been delivered by cutting out excessive hidden fees, providing access to whole of market investments on the best terms possible and deliver a highly personalised service.We offer independent, unrestricted guidance at a sensible cost that clients will always clearly see.
Pensions & retirement: