Based in Essex, we have been established since 1976. A family run business, we are able to provide continuity for all of our clients and maintain an ethos centred upon providing the highest possible service to our clients. Whether you are an individual or a business, we can provide Financial Planning Solutions to suit you.
We hold the title of Chartered Financial Planners - the highest level of qualification obtainable in the profession. This means we are confident that the advice we give, regardless of your situation, will be the best for you. Our investment and financial planning professionals have, on average, 25 years of financial services experience.
We hold the title of Chartered Financial Planners - the highest level of qualification obtainable in the profession. This means we are confident that the advice we give, regardless of your situation, will be the best for you. Our investment and financial planning professionals have, on average, 25 years of financial services experience.
Services
A very small number of firms have achieved the prestigious Chartered status - the Gold Standard for the industry. To achieve Chartered Status with the Chartered Insurance Institute, over half the partners in the firm must be Chartered Financial Planners. You are dealing with a company that abides by the highest code of Ethics - as set out by the Chartered Insurance Institute.
Post- Retirement Pension planning - making the most of your pension and discussing the range of options available to you - Annuities, Drawdown etc. Investment advice - investing a lump sum or on a regular basis. We have access to the full range of tax wrappers including ISAS, Unit Trusts/OEICS, Investment Bonds, Structured Products, Offshore Investments.
We work closely with other professional firms locally, in order to ensure that you receive the best possible advice across the whole range of your requirements in areas of taxation, wills and trust planning. If you do not have a will, or if you need details of a reliable solicitor or accountant, please contact us and we can point you in the right direction.
He is also currently Chairman of the Fellowship Assessment Board of the Chartered Insurance Institute and recently received an award for achieving 50 years membership. In the past, he has been Regional Chairman of the British Insurance Brokers Association and an elected member of the Insurance Brokers Registration Council.
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