Booth Financial Planning

Independent Financial Adviser Suite 6, Aquarium 101, Lower Anchor Street, Chelmsford, Essex, CM2 0AU
FCA verified
17th June 2019
Comprehensive Lifestyle Financial Planning, designed to help you achieve financial independence and start living the life you want.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection 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
Philip Booth
Where to find us

Suite 6, Aquarium 101, Lower Anchor Street, Chelmsford, Essex, CM2 0AU

About us

We help our clients identify, achieve and maintain their current lifestyle, without fear of ever running out of money.
Our alternative approach helps provide answers to the more important questions our clients have, such as;
When can I afford to stop doing what I no longer enjoy doing...and start doing the things I really enjoy?
How much do I need to earn, save or sell my business for to ensure I NEVER run out of money?
What do I need to do to ensure that my family is financially secure WHATEVER HAPPENS?
And most importantly... How much is enough?

Our services

We take the time to listen to you. Financial Planning is about you, not just your money.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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