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Our mission is simple: to challenge the outdated wealth management model.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.

Read more @ https://www.aegisfp.com/productsandservices

Review: 
– Alex Scott-Whitby – Architect and Business Owner at Scott-Whitby Studio
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“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”