From our office in Wivenhoe, Colchester, we provide clear understandable independent financial advice to private clients, attorneys, businesses and trustees in Colchester and throughout Essex, Suffolk, Norfolk and East Anglia - and occasionally even further afield.
Our first class, personal, financial planning service can provide you with advice on Investments, Pensions and Insurances, and our clients span all age groups from those just starting out in life to others seeking Equity Release, Inheritance Tax or Long Term Care advice.Whether you are seeking complex investment advice or just wish to discuss your life insurance, your needs and aspirations are at the centre of everything we do.
Our first class, personal, financial planning service can provide you with advice on Investments, Pensions and Insurances, and our clients span all age groups from those just starting out in life to others seeking Equity Release, Inheritance Tax or Long Term Care advice.Whether you are seeking complex investment advice or just wish to discuss your life insurance, your needs and aspirations are at the centre of everything we do.
Services
Most often our greatest treasures are the people we are close to, but we also have other treasures including, of course, our financial assets - and it is these which tend to provide our security, and underpin our dreams for the future. At Arcaria we believe that you should be properly equipped to be your own Treasurer so our advice is aimed at helping you to understand your position and take control of it.
We provide comprehensive independent financial advice to Private and Business clients and Trustees. Our first meeting is without cost or obligation and is to help you to decide if you wish to engage Arcaria as your independent financial adviser. We will also discuss how we work and how we charge - and let you know our fees for the work there and then.
Financial Advice - is where we may consider one or two financial issues on their own at a single point in time with no planned review. It is a Transactional Service. Financial Advice only covers stages 1 to 5 of our Advice Process. Financial Planning - is an ongoing process that considers the interactions between all areas of your finances and adapts according to changes in the economy and changes to your objectives as time passes.
Whether you are an individual, a trustee or a business, our wealth management service is specifically designed around your individual circumstances. The Arcaria interpretation of 'Wealth Management' is significantly more comprehensive than simply managing your investments. It is a highly personalised on-going service that fully integrates investment management within your overall financial position and adapts to your changing needs.
We believe that regular financial reviews are essential to help you avoid the financial stumbling blocks, and keep you on the right track to achieving your aims, although we feel that twice a day as per Les Brown is a little excessive! Whether you wish to increase your wealth, preserve your wealth or use it to support you in later life, we are able to provide you with the on-going advice and support you need to achieve your aims.
Reviews (2)
Brian Caney
Aug 01, 2020
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I met with Martyn nearly a year ago. He worked through my financial situation regarding my current pension plans and the best way forward to maximize my pension growth potential. He worked out and we agreed on a plan for future investment up to my retirement and so far his advice is paying off and my investment is growing better than any savings account could do. I would highly recommend Arcaria financial solutions(Martyn) if you need help and advise for financial planning for your retirement.
Nigel Feakes
Aug 30, 2019
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