ABOUT US

Aegis is a privately owned independent house dedicated to managing its clients' wealth and tax affairs.

With a team of highly experienced Investment & 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.

All of our advisers are accredited with the CF8 Long Term Care qualification issued by the Chartered Insurance Institute.

For the last 30 years, the area of care provision has encountered one financial challenge after another. Changes in regulations have been heaped on previous legislation and social care funding has become more constrained. Advances in treatment and medicines have also lead to an ever ageing population.

Local Authorities, under pressure themselves with funding cuts following the financial crisis of 2008, have little alternative but to pass the burden on to Care Providers, who in turn have to pass this on to Care Recipients.

This is why Aegis Care. We have developed a programme of solutions aimed at addressing these issues and helping both of the affected parties. This has been created taking input from organisations such as Age UK.

For further detail as to how we do this please contact us via:
www.aegisfp.com or call us on 0845 5610102.