Essex Financial Planners UK Ltd

Independent Financial Adviser  Bank House, Colchester, Essex, CO1 1UG
First meeting at adviser's own cost
We offer a no obligation meeting to discuss your situations and perspective. Confidentiality is the cornerstone of our business.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
9.5/10
check
FCA authorised
Last authorised 20th January 2020
About us

Independent Financial Advisers - offering holistic advice across all areas of the Financial Spectrum.

Our services

Listen and put your needs first, and ensure any advice given is truly understood. We are looking for a long term client relationship built on trust and respect - across all advice areas and needs

Where to find us

Bank House, 26 Hamlet Court Road, Essex, SS0 7LX

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 20th January 2020

Similar advisers near you

Independent Financial Adviser 0.34 mi
 
 
Independent Financial Adviser 0.34 mi
We've worked with Saffron Building Society for many years, helping hundreds of customers make informed financial planning decisions
 
Independent Financial Adviser 0.39 mi
We are a small, boutique and personable company that provides bespoke services designed around the client
 
Independent Financial Adviser 0.4 mi
In short: ‘We Care’.