
Aegis Financial Planning
Where To Find Them
Aegis Financial Planning
Kempston
Areas Serviced
Bedford
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Our mission is simple: to challenge the outdated wealth management model.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

