London Office:

Aegis Financial Planning

Warnford Court

29 Throgmorton Street

London

EC2N 2AT

E.  info@aegisfp.com

T.  0845 5610102

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EXTRAORDINARY FINANCIAL SOLUTIONS
"Privately owned independent unrestricted Wealth Manager"

ABOUT US

Welcome to Aegis.

 

We are a privately owned and independent unrestricted wealth manager, with a specialist team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients.

 

From the outset our mission has always been the same: to challenge the outdated traditional and expensive model of delivering wealth management. Today's clients need to know exactly how much they are paying for their financial services and feel assured that they are getting value for money. 

 

We are a bespoke advisory practice and not a large, faceless corporation, meaning we can offer independent, unrestricted access to the whole of the market on the best terms possible for you.

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OUR SMARTMONEY MAGAZINE

FEATURING NEWS, OPINION, INSIGHTS AND ANALYSIS TO HELP NAVIGATE THE COMPLEXITIES OF TODAYS FINANCIAL WORLD

"A diverse range of services for individuals, families and corporate clients"

To fully serve the diversity of our client base, we have built a range of invaluable additional services with our close partners to suit the needs of individuals, families and corporate clients.

 

  • Private & Corporate Banking, including: Lending, Working Capital, Asset & Invoice Finance.

  • Mortgage & Property Solutions, including: investments,
    Buy-To-Let and UK & International Bespoke Property Search.

  • Lifestyle Concierge.

  • Estate Planning, such as: Wills, Trusts, Probate, Advanced Directives & Powers of Attorney.

  • Forensic Business Cost Reduction.

  • Specialist Insurance Solutions.

  • Philanthropy, Charities & Not for Profit.

  • Non-Executive Directorial Services.

 
- Alex Scott-Whitby – Architect and Business Owner at Scott-Whitby Studio 
“Aegis are a breath of fresh air and a cut above the rest. Their advice has helped us grow our business every year since inception. A true and trusted advisor to me and now the entire practice” 

PERSONALISED

CONNECTION

THE ABILITY TO CONNECT IS

THE CATALYST FOR A

MEANINGFUL CONVERSATION

"Investment expertise is the hallmark of Aegis"
CLIENTS

Our clients are hugely diverse and always our biggest advocates. They range from board members of large multi-nationals corporates, industry leaders, entrepreneurs and professionals, high-profile media figures and wealthy families and retirees.

For Aegis corporate clients we have the technical expertise and also an extensive range of solutions to maximise income and reduce costs.

 

Furthermore, with the help of government approved schemes it is possible to reduce a number of standard taxes such as corporation, income, capital gains and inheritance tax.

 

Our services include, but are not limited to:

 

  • Profit extraction & legitimate tax reduction

  • Preparing for business sale & protecting proceeds

  • Retirement planning, income streams & pension maximisation

  • Personal taxation planning

  • Forensic Cost Reduction

  • Alternative Investments & Private Equity

"Investment expertise is the hallmark of Aegis"

Our clients are hugely diverse and always our biggest advocates. They range from board members of large multinational corporations; industry leaders; entrepreneurs and professionals; high-profile media figures and high net worth families and retirees.

A STRATEGIC PARTNER FOR INVESTORS

GROW AND SECURE YOUR WEALTH WITH OUR LONG TERM CLIENT APPROACH

"Maximise your income whilst you’re working"
"Independent 
professional
advice"

All of our services are designed to work either independently or cohesively as part of a personal, family or business plan. 

 

The independent advice that accompanies each element works with other professions, such as banking, accountancy, law and many others.