Edward Paul Financial Planning Ltd

Independent Financial Adviser 617-619 London Road, First Floor, Westcliff On Sea, Essex, SS0 9PE

Response rating

7.0/10

13th August 2018

If you are looking for Plain Speaking Financial Advice, call us now

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Paul Varker Dip PFS

Principal

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

Where to find us

About us

Edward Paul Independent Financial Advisers offer a bespoke financial planning service which can be carried out in the comfort of your own home, your place of work or at our Offices at a convenient time to you, daytime or evening.

If you are looking for Pension or Retirement assistance, Investment advice or help finding the right Mortgage? Call us to arrange a FREE no obligation meeting to discuss the many options we have available to help and assist you.

Call us now to arrange a FREE no obligation chat with one of our Professionals.

Our services

Straight talking Independent Advice at a time convenient to you.

We can advise you on

Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Contact options

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