Booth Financial Planning

Independent Financial Adviser  Suite 6, Chelmsford, Essex, CM2 0AU
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FCA authorised
Last authorised 26th October 2020
Comprehensive Lifestyle Financial Planning, designed to help you achieve financial independence and start living the life you want.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Philip Booth
Director
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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