Testimonials

“Mrs A commented on how well laid out her report was. Even though there is a lot of information, it was documented in such a way it was easy to digest and understand.” Alex Truffet, Lighthouse Financial Advice

“A very detail-orientated company who make sure the information and work they produce is 100% accurate. They have always worked with the upmost integrity and turned round the work quickly once supplied with all the relevant data. I’m looking to grow my business with their support.” Paul Simmonds DipPFS

“I have been working with the Argonaut team since January 2013 having discussed my requirements with a number of paraplanning firms previously.  Invariably,  Argonaut provide a highly tailored service of excellent quality and have a very good understanding of working with IFAs.  I cannot fault the individual attention I have received.” Malcolm Hamilton-Martin

“An excellent paraplanning provider, producing high quality suitability reports for my clients. The reports are accurate and on time, reflecting the company’s expertise . I have no hesitation in recommending them to other Financial Advisers.” John Grieve, Dip PFS, Cert CII (MP)

Dedicated, knowledgeable and highly professional paraplanners. The service provides detailed research and Suitability Letter writing. This has allowed me to focus on providing face to face advice to a growing private client practice.” Deane Anderson BSc (Hons), DipPFS

“Argonaut paraplanning is now forming an integral part of Harpur Wealth Management. By removing an essential but time consuming activity from our agenda we have been able to better plan for the future and ensure our business is prepared for RDR and beyond. This has been particularly useful as we plan for expansion, safe in the knowledge that our regulatory obligations are being looked after and our exisiting clients do not suffer a drop in service. Would recommend their services to anyone in a similar position.” Tom Murphy, DipPFS

“We have used Alan and his team on a regular basis over the last 6-8 months to help us with providing solutions to our clients issues. They provide a high quality service that can be tailored to your needs. Most importantly we see them as a totally integrated and critical part of our team with the same ethos and philosophy behind creating a support network to our clients. We would have no hesitation recommending Argonaut to anyone looking for a totally professional and efficient Paraplanning service.” Phil Hassell MIFP, DipPFS, CeMAP

The reports that they have produced for me show their detailed knowledge and expertise in financial services. They are true professionals and I wouldn’t hesitate to recommend their services.” Simone Grogan DipIP PFA

“We have used Argonaut’s services over the past 12 months and are very happy with the results and we continue to use their services. Highly recommended.” Dave Simmonds DipPFS

“When I first considered using a Paraplanning Service I was a little unsure as to whether it would be cost effective; after all I had been muddling through compliance with reasons why templates for years. I now wish I had started using paraplanning services and in particular Argonaut Paraplanning a lot sooner. They listen to my advice thought processes and produce the suitability reports with utmost professionalism. My time can now be utilised in servicing my clients’ needs more efficiently and more often. My increased productivity and reduced admin time more than pays for this excellent service.” Viv King, VKPFA, Reading