Aegis Financial Planning

Where To Find Them 

Aegis Financial Planning
Kempston

Areas Serviced 

Bedford
 
Samantha Kmieciak
07850 746939
sam@aegisfp.com

About your GoTo Expert

At Aegis, we're all about making wealth management personal, transparent, and truly independent. As a privately owned company, we focus entirely on managing our client's wealth and tax affairs with their best interests at heart. I've been in Financial Services for over 14 years as a Go-To Expert, and I take pride in offering a highly personalised service that delivers real, lasting results. At Aegis Financial, we have a team of seasoned Investment & Tax Advisers, and our reputation means everything to us. That's why most of our new clients come from referrals long-standing relationships with private banks, accountants, and professionals who trust us to do what's right. Our mission is simple: to challenge the outdated wealth management model. We cut out excessive hidden fees, provide access to whole-of-market investments on the best terms, and deliver a service tailored to each client's unique needs. With us, you'll always receive independent, unrestricted guidance at a sensible cost completely transparent and easy to understand. That's the Aegis way.

Services

Tax Planning
Wealth Management
Investment & Pensions
Business Protection
Lpa
Aegis is a breath of fresh air and a cut above the rest. Their advice has helped us grow our business every year since its inception—a true and trusted advisor to me and now the entire practice.
Alex Scott-Whitby  

Where To Find Them 

Aegis Financial Planning
Kempston

Areas Serviced 

Bedford