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  7. Paice Financial Planning Ltd

Paice Financial Planning Ltd

Independent Financial Adviser  31 St Leonards Way, Upminster, Greater london, RM14 2BE
First meeting at adviser's own cost
Your initial consultation will be at our expense, any ongoing advice charges will only apply with your prior agreement.
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 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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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
Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone 01708 954904
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Bill Paice
Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
What were the circumstances that caused you to look for a Financial adviser? We needed mortgage advise to begin with, Bill then helped us with various other products including managing my pension. How did Bill Paice help you? Bill helped us get a mortgage arranged which was not straight forward as I am a contractor. However, Bill put a lot of hours in and helped us secure the mortgage which allowed us to move into our new home. Bill has also taken over the management of my Pension fund and the transaction from my old pension was seamless. Bill also assisted us with our health insurance and Building insurance. What is your current situation? Have you seen the outcome you were hoping for? Definitely, Bill secured the mortgage we needed to buy our new home. Also, my pension fund is coping well since Bill took over despite these troubled financial times. What could they have done better? Nothing I can think of.
David Warrington, HORNCHURCH, Essex
What were the circumstances that caused you to look for a Financial adviser? Long term financial planning, including for retirement; financial assistance for adult children; need to make choices about how best to save. How did Bill Paice help you? He gave expert knowledge about the new inland revenue rules on pension limits and tax. He advised on how best to organise and implement stocks and shares ISAs. He advised on and managed a long term pension plan for each of our sons. He also advised with and obtained life insurance plans. He keeps all our financial plans under regular review. What is your current situation? Have you seen the outcome you were hoping for? I feel secure with the plans that Bill has helped us put in place.I am more knowledgeable and informed about how to manage our financial situation.The longer term results of our investments will become clearer in the future. What could they have done better? I cannot think of any particular areas needing improvement.
Bill Travers, North London
What were the circumstances that caused you to look for a Financial adviser? looking for advice on most prudent savings advice for medium-long term. How did Bill Paice help you? Clear advice, good choice of investments. What is your current situation? Have you seen the outcome you were hoping for? yes. What could they have done better? Can't think of any particular areas where I was less than satisfied
Timothy Cheatle, London
What were the circumstances that caused you to look for a Financial adviser? planning for children's educationadvice regarding investment. How did Bill Paice help you? Guided investments.Advised on mortgage and insurance. What is your current situation? Have you seen the outcome you were hoping for? Yes absolutely.
Juliet Pearce, Herts
What were the circumstances that caused you to look for a Financial adviser? As an NHS Doctor the savings, pensions and tax matters are complicated to negotiate and I needed support. How did Bill Paice help you? he is very patient and explains different options clearly. He is careful not to push me to any option, this is my decision. What is your current situation? Have you seen the outcome you were hoping for? Yes in the form of returns for investment and achieving clarity about future long term financial planning.
Dr N Evans, London
What were the circumstances that caused you to look for a Financial adviser? Many years ago I requested some advise and Bill was kind enough to help. How did Bill Paice help you? I have been with Bill for about 20 years now and his advise in all the above has been very sensible and helpful. I fully trust Bill Paice. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Could not be better.
Dr L Maischner, Brighton
What were the circumstances that caused you to look for a Financial adviser? Retiring and needed advice regarding lump sum investment and pension tax planning. How did Bill Paice help you? Excellent understanding of my situation and an understanding of NHS pensions. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Can't really say I would have wanted anything different
Janice Fearne, London
Date of Review: 21.5.18 What were the circumstances that caused you to look for a Financial adviser? mortgage and then investments. How did Bill Paice help you? straightforward advice over 15 years. What is your current situation? Have you seen the outcome you were hoping for? yes.
Dr O Minton, East Sussex
Date of Review: 21.5.18 What were the circumstances that caused you to look for a Financial adviser? Pension & investments. How did Bill Paice help you? Sound advice. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing
Dr E Staples, London
Date of Review: 21.5.18 What were the circumstances that caused you to look for a Financial adviser? In a very complex financial market I required expert advise. How did Bill Paice help you? I have been with Mr. Paice for over 15 years. His advise was always helpful and sound. He advised on mortgages, investments, savings, insurances and all my and my family's financial needs. What is your current situation? Have you seen the outcome you were hoping for? All the products Mr Paice advised me on were very well researched and fulfilled my needs. I was always fully informed and would not have been able to get deals like this by myself. What could they have done better? Mr Paice has always been helpful and reliable, even sorting out problems with my NHS pension which are of no financial gain for him or his company.He advised me on investments for my son as well. I trust Mr Paice and his advise which has always been immaculate. I highly recommend him.
Dr L Maischner, East Sussex
Date of Review: 21.5.18 What were the circumstances that caused you to look for a Financial adviser? Retirement and lump sum investment. How did Bill Paice help you? Excellent help and a full understanding of my circumstances. What is your current situation? Have you seen the outcome you were hoping for? Definitely. What could they have done better? Very happy with the service , no further suggestions
Dr J Fearne, London
What were the circumstances that caused you to look for a Financial adviser? Impending retirement How did Bill Paice help you? Drew my various pensions together into one pot and gave me good advice regarding future drawdown . I only wish i met him 20 years ago. What is your current situation? Have you seen the outcome you were hoping for? 100% What could they have done better? Nothing
Mr G Fraser, H
About us

We are whole-of market (i.e. fully independent) Financial Advisers based in Hornchurch Essex and Central London.

Our lead adviser Bill Paice has over 25 years’ experience helping clients make sense of their financial planning

We are ideally placed to advise clients in all parts of Essex through our Hornchurch office, and in addition we also advise clients throughout central London at our city based office at 44 Grosvenor Gardens, Victoria, London SW1W 0EB.

We advise on all areas of retirement planning, incorporating tax savings advice wherever possible. This includes Final Salary (defined benefit - DB) and other pensions and transfers, SIPPs and annuities.

We also specialise in investments, portfolio design and maintenance, incorporating ISA, unit trust / OEIC (open ended investment companies), Exchange Traded Funds (ETF), VCT (Venture Capital Trust), and EIS. Your tax position is important and we take care to maximise efficiencies.

We also advise on Estate Planning and IHT mitigation.

We also advise on traditional areas such as life insurance, critical illness and other protection products.

Our services

Bill is particularly good at identifying client's needs and clarifying their objectives. He enjoys investment work (including pensions and SIPPs) and spends much of his time managing clients' money, he has a good tax knowledge which aids sensible tax planning, obtaining even better results.

Paice Financial Planning offers a defined benefit pension transfer service.

With corporate clients we can distinguish the opportunities for owners and their planning needs through the company or as individuals.

Please see our testimonials page on the website.

Where to find us

31 St Leonards Way, Hornchurch, Essex, RM11 1FP

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Special offers
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Advice methods
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Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone 01708 954904
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FCA authorised
Last authorised 24th February 2020

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