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Mark J Morsley & Associates

(1)

“Been with mark for many years and his always been very helpful.Could not praise him enough has he's gone way out of his way to sort out my finances.All I can say is thanks mark and I wish you all the best.”

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Asquith Financial Services

(28)

Protection, Mortgages, Mortgage Product Types

“Neil was brilliant, he helped with a complicated later life mortgage. He was on top of everything and able to help us understand the product quickly and concisely. He was really understanding and made the process really very simple.”

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Midwinter Financial Planning

(24)

Retirement Planning
Options
Decisions

“Daniel is friendly and knows his subject, but most of all, it is so apparent that he cares about his clients. He has helped me with long term financial planning, giving advice and introducing ideas that I would not have thought of. He is a reassurin...”

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Woodruff Financial Planning

(18)

Business
Results
Pensions

“Very approachable, very thorough, very client focussed. Dan is someone who always aspires to walk his talk so is highly congruent in the way he conducts his business. I am more than happy to recommend him.”

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Arcaria Financial Solutions

(2)

Transactional Services, Financial Planning, Wealth Management Services

“I met with Martyn nearly a year ago. He worked through my financial situation regarding my current pension plans and the best way forward to maximize my pension growth potential. He worked out and we agreed on a plan for future investment up to my re...”

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Streets Whittles Chartered Accountants

(6)

Company
Team

“I have been using Streets Whittle's services for my personal and company accounts for a little over a year now. In that time I have found Dan Insley and his team extremely efficient and prompt to respond, with nothing ever being too much trouble.”

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Blake and Day Financial Planning - Debbie Day

(2)

Savings and Investments, Loans and Mortgages, Insurance and Protection

“We are very pleased with the help and advice Debbie provided us with and have no hesitation in recommending and returning for future help.”

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Fiducia Wealth Management

(4)

“Fiducia managed our parent's investments for many years and since we inherited them twenty years ago my brother and I have had nothing but polite, sensible and profitable advice.”

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Coffey Brooks Financial Services

(3)

Pensions, Insurance, Investments

“Well all I can say is what a pleasure working with this company and Louise! When we started thinking about applying for a mortgage we were told no not to bother, which I can tell you left me devestated! Then I spoke with Louise who didn't give me any...”

FAQs

How much can I borrow?

How much you can borrow will greatly depend on your individual/couple circumstances, and also on the lenders that you approach. Each lender will have different criteria for you to meet and different methods to calculate how much you can borrow.

How long should I invest for?

There are no definitive time lines for how long you should put your money away for, but the general guidance is that the longer you can leave your money untouched, the more chance that it has to grow and recover from any falls in value. It is suggested that you invest your money for a minimum of at least 5 years.

What does diversifying my investments mean?

Diversifying your investments can help spread your risk. By talking to our advisers, we can help you identify where best to invest your money in relation to your financial aims across different asset classes.

How do I know how my investments are doing?

You will normally find that investment companies send you regular statements either every 6 months or yearly. You will also be offered a regular review service with your adviser, usually a face-to-face meeting once a year, or more regularly if you prefer.

How will my pension be paid to me?

There are many ways that you can withdraw money from your pension, and how you do it is all down to personal preference. You can discuss retirement options with a financial adviser.

We try to answer commonly asked questions like these on the FAQ page of our website.

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LB Group

(6)

Money
Decisions
Strategic

“Over the past 18 years of business I have used numerous accountants for my businesses, but since being introduced to LB Group I would look no further. Our business relationship is excellent and they understand what we really need as a business and h...”

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Artless Wealth

(6)

Service
Email

“Hi Amir I hope you and the family are well. Thank you for your email and update. I regularly check how you are investing my money. Everything seems to be pointing in the right direction, now that the Government have stopped making ridiculous moves...”

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Optimum Independent Financial Advisers Limited

(2)

Estate Planning & Specialist Tax Advice, Investment Planning, Pension Planning & Retirement Options

“A really first class company with kind caring staff. I was amazed at the remortgage deal Mark was able to negotiate for me on my interest only mortgage given my age. He was even able to consolidate some additional debts with my new loan. The process,...”

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Sweeny Wealth Management

(1)

“I used Paul Sweeney Wealth Management to look at my finances and savings, to assess how they were performing and if any improvements could be made. They had a good look over them in very fine detail and have saved me an absolute fortune. The future ...”

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Vita Finance

(2)

Taxation, Savings & Investments, Pensions

“We recently had the pleasure of working with Vita Finance for our first home purchase, and we couldn't be more satisfied with their service. As first-time buyers, the entire process seemed daunting, but thanks to Russell, our experience was incredibl...”

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Gracechurch Financial Crime Prevention

“Gracechurch will never inhibit or penalise the movement of our Financial Crime Prevention specialists to our client organisations at the completion of assignments. Rather, we view this as a legitimate method for clients to ensure the sustainability o...”

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Simply Accounts & Tax Limited

(11)

“Simon and his staff have always been very friendly, polite and courteous towards me. Simon has taken the time and patience to respond, explain and lead me through everything I need to do in order for my tax assessment to be completed. Thankyou”

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Fairey Associates

(1)

Tax Planning, Financial Protection, Investment Management

“Michael and the team were amazing and sorted out my financial enquiries with professionalism. Many thanks 😊 …”

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Your Advisors

Tenant Services, Houseshares, Guaranteed Rent

“Your Letting Advisor concentrates on marketing, finding tenants and managing rental properties throughout Ipswich, Colchester and surrounding areas.”

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Plan Money

“Your adviser will act as a project manager, overseeing all aspects of your financial planning. They will either address each planning component themselves, involve a colleague with specialist knowledge or engage the services of a trusted external par...”

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Future Financial Planning

(2)

Pension

“Excellent performance from John Markham and team, against delays and adversity from some existing and future providers whose performance was awful, but FFP still kept the pressure on. The financial result was far better than I had expected, and overa...”

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Ellisons Solicitors

(18)

Ellisons Financial Planning, Personal, Business

“Our new Wills were handled by Amy Burton and she was brilliant throughout.A very good understanding of client service with quick response,good advice and a pragmatic approach to issues. Perfect”

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Robinson Financial Planning

(2)

“Luke has been central in bringing together all my finances with clarity and ease. He has given me peace of mind with my money management and planning for an active retirement over the last 3-4 years. I have trust and confidence in Luke. He consults m...”

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Alan Hill Financial Planning

(1)

“I couldn't recommend Alan Hill enough. Friendly and professional with a talent for simplifying financial advice in order to get the most out of your money.”

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Foremost Financial Management

(1)

“I highly recommend Foremost, I have dealt with all the team over 12yrs now. Recently done self build mortgage and the support and advice as always so professional and friendly not at least fantastic service. THANKS”

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Average Cost	£3622
Minimum cost	£1209
Maximum cost	£10263
Avg Per Hour Rates	£364

Best Financial Advisors in Clacton-on-Sea

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Clacton-on-Sea area.

Mark J Morsley & Associates

Asquith Financial Services

Midwinter Financial Planning

Woodruff Financial Planning

Arcaria Financial Solutions

Streets Whittles Chartered Accountants

Blake and Day Financial Planning - Debbie Day

Fiducia Wealth Management

Coffey Brooks Financial Services

LB Group

Artless Wealth

Optimum Independent Financial Advisers Limited

Sweeny Wealth Management

Vita Finance

Gracechurch Financial Crime Prevention

Simply Accounts & Tax Limited

Fairey Associates

Your Advisors

Plan Money

Future Financial Planning

Ellisons Solicitors

Robinson Financial Planning

Alan Hill Financial Planning

Foremost Financial Management

Retirement Planning and Investment Management Services in Clacton-on-Sea Cost Estimates

Why these companies made our list

Wealth Management Advisors near Clacton-on-Sea

Popular in Clacton-on-Sea