Unavailable for contact through VouchedFor
Based in Peacehaven
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2013
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Petra is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Petra's status
Last checked: 10 April 2025
Petra is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Petra's status
27
Recent Client Reviews
Petra has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Petra has received 27 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Petra has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Petra has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Petra has not yet added their fees to their profile
Fees not yet added
Petra has not yet added their fees to their profile
13
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Petra (based on 13 first impressions)
92% of users who are not yet clients had a positive first experience with Petra
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Petra (based on 13 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Petra is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Petra's status
Last checked: 10 April 2025
Petra is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Petra's status
27
Recent Client Reviews
Petra has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Petra has received 27 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Petra has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Petra has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Petra has not yet added their fees to their profile
Fees not yet added
Petra has not yet added their fees to their profile
13
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Petra (based on 13 first impressions)
92% of users who are not yet clients had a positive first experience with Petra
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Petra (based on 13 first impressions)
I’m passionate about what I do, having worked in the financial service industry for over 25 years, including spending time working for two top high street banks; I know how to help people. I take a holistic approach to financial planning, preferring to gain a complete understanding of an individual or business’ current financial situation, and goals for the future, with an emphasis on creating and preserving wealth. I build strong, long standing relationships with my clients; I also work with my clients’ other professional advisers, such as accountants and solicitors, to ensure that by working as a team we achieve the most appropriate outcome for our mutual clients The Financial Conduct Authority does not regulate on Estate Planning
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Petra's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Argentis Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No. 04214267. Registered Office: 5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire PO7 7SE. The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Estate, Tax and Trust planning is not regulated by the Financial Conduct Authority