Independent Financial Adviser Rays Farm Barns, Roman Road, Ingatestone, Essex, CM4 9EH
FCA verified
15th April 2019
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group life insurance
    • Group pensions
    • Wealth management
    • Long term care
Meet our advisers
Adrian Quick MSc CHARTERED FINANCIAL PLANNER FPFS Certified Financial Planner FIFP
Stephanie McDonald
Financial Planner
Where to find us

Rays Farm Barns, Roman Road, Ingatestone, Essex, CM4 9EH

About us


An established firm of Chartered Financial Planners in Ingatestone, we provide financial planning advice to both individuals and companies.
Our goal is to create a long-term relationship with you so that we can fully understand your needs, wants and aspirations. By prioritising your objectives find the right financial solution for you whether it’s investment advice, retirement planning or inheritance tax planning.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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