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Herts & Essex Financial Services

Independent Financial Adviser  Herts & Essex Financial Services Ltd, Hertfordshire, SG5 1LA
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FCA authorised
Last authorised 1st August 2022
We endeavour to understand our Clients and will continue to be small enough to care, yet large enough to deliver.
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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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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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life 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
MR Veryl Joe MIFS DipFA, CeMAP, AFF.SWW
Principal
About us

Herts & Essex Financial Services Limited are Independent Financial Advisers. This means our duty is solely to you, our client. We have been established for over 30 years, the advice you receive is impartial, our continuous monitoring and research of the financial services markets enable us to recommend the most appropriate solutions to your financial needs. Our mission is to assist you to be financially independent and organised.

A particular area of expertise is the provision of advice on Pensions & Investments.

Our services

Life Time cashflow Planning:
In short, we will help you determine an investment strategy appropriate for your needs, and using the investments best suited to your investment attitude,Capicity for Loss, time horizon and tax position.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Herts & Essex Financial Services Ltd, 34 Bancroft, Hertfordshire, SG5 1LA

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