Response rating
9.0/10
FCA verified
25th September 2017

Ashworth Financial Planning Ltd

Independent Financial Adviser 7 Park Lane Business Centre, Park Lane, Langham, Colchester, CO4 5WR
First meeting at adviser's own cost
Providing peace of mind that your finances are ready for whatever the future may hold.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Stephen Buckle BA (Hons) APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
I was approaching retirement and wasn’t sure of the best way to access the money held within my pensions. I was referred to Steve by a friend of mine who was already a client of Steve’s. I have no regrets. Steve has dealt with my affairs competently and professionally and I wouldn’t hesitate to recommend him. Steve guided me through all of the options and then recommended the best course of action for me as I gradually exit my business and move into retirement. My wife and I now have regular review meetings with Steve and I am pleased with how things are progressing and look forward to many years of us working together
Jimmy Butler, Suffolk
Before we met with Steve we were reasonably confident about our financial position, however, with his help we now have real clarity. We feel more organised and more confident about spending money as we move into and through retirement. He helped us to understand what our financial future looks like and we could see that we didn’t need to worry as much as we were. He has given us the confidence to spend money on experiences whilst we’re still fit and able to enjoy them! More holidays this year and next, safe in the knowledge that we can do so without the worry of running out of money. We now have regular meetings with Steve to make sure everything remains on track and we look forward to working with him for the foreseeable future.
Steve Baker & Lynda Johnson, Colchester
Where to find us
About us

We look after the financial health of families across Essex & Suffolk.

We help them to create a financial structure that supports the life they want to live.

We provide the peace of mind that their finances are ready for whatever the future may hold.

Our services

We are experts in helping our clients achieve and maintain financial freedom.

To us, financial freedom means having sufficient capital and/or income to live the life you want, doing all the things you want to do in the manner in which you want to do them, safe in the knowledge that you won’t ever run out of money, whatever happens. That’s what we mean by financial freedom.

We are directly authorised by the Financial Conduct Authority.

We are not part of or controlled by a larger organisation.

We provide unbiased recommendations without any conflict of interest.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Ashworth Financial Planning Ltd. is a company registered in England and Wales.
Registeration number: 8401597. Registered office: 7 Park Lane Business Centre, Park Lane, Colchester, Essex, CO4 5WR.
Authorised and regulated by the Financial Conduct Authority (606805).

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