View Profile

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...”

i

View Profile

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,...”

i

View Profile

Vita Finance

(1)

Taxation, Savings & Investments, Pensions

“Very good Google maps listing with link to website”

i

View Profile

Asquith Financial Services

(21)

Protection, Mortgages, Mortgage Product Types

“Neil Barsby worked swiftly, and was super efficient in dealing with my Equity Release. He explained everything clearly, making sure I understood every step. I have no hesitation in recommending him.”

i

View Profile

Woodruff Financial Planning

(17)

Results
Management
Team

“Woodruff Financial Planning are an experienced firm that place much importance on customer care. I would highly recommend their services to anyone in need of wealth management services.”

i

View Profile

Midwinter Financial Planning

(14)

Pension
Decision

“I have found Midwinter Financial Planning to be professional and friendly in providing individually tailored advice that considers both the short and long-term. I would definitely recommend them to others.”

i

View Profile

Wood and Disney Real Time Accountants With a Human Touch

(24)

Management
Accounting
Company

“We are very pleased and impressed with the service we receive from all at Wood & Disney, a forward thinking accountancy firm. David has been a great help to us and our business. We love how he shares our vision and passion to move our business forwa...”

i

View Profile

Baker Chapman & Bussey

(1)

Financial Planning, Consultancy & Systems Advice, Overview

“Very helpful with advice and thorough in their activity. On starting my own business I had an initial 'no-fee' meeting to discuss how best to structure and create my accounts. Off the back of that I have used the team here for my annual financials ...”

i

View Profile

Saint Accountants

“After consulting with Saint Financial group regarding both general finances and business related finances I couldn't be happier! They were able to advise better ways to grow the business and manage the money surrounding the business, with friendly, p...”

i

View Profile

Coffey Brooks Financial Services

(2)

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.

i

View Profile

Fiducia Wealth Management

(1)

“Very impressed by Fiducia Wealth Management and in particular Daniel who visited me to discuss my options regarding my Pension. Daniel is a highly knowledgeable and professional Senior Financial Planner and I came away from our meeting with a much c...”

i

View Profile

Ellisons Solicitors

(17)

Ellisons Financial Planning, Personal, Business

“Very helpful and considerate, providing a parking space on site as I had my 86 year old mum with me, good old-fashioned legal services fully explained in lay-terms and progress updates from the start.”

i

View Profile

Simply Accounts & Tax Limited

(3)

Consultancy & Systems Advice, Overview, Business Start up

“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”

i

View Profile

Michaels Commercial Finance

“Registered Office: Michaels Commercial Finance 2nd Floor, 29 Crouch St, Colchester CO3 3EN.”

i

View Profile

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...”

i

View Profile

Fairey Associates

Tax Planning, Financial Protection, Investment Management

“Our job isn't complete when a client's strategy is implemented. We work with our clients over the years, as their life plans are refined and change through circumstance. We conduct regular reviews to make sure our clients are on track and continue to...”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

Mayflower Financial Planning

(9)

Team
Invest

“I have just had my yearly review with Liam, very friendly and helpful advice. Ashlie has a built a friendly and knowledgeable team. its a pleasure to deal with them”

i

View Profile

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.”

i

View Profile

Future Financial Planning

(1)

“John Markham was recommended to me by a friend when I was looking for someone to give me pension advise.John is friendly and explains his advise in a clear understandable manner.John is always available should any concerns arise and offers ongoing pr...”

i

View Profile

The Will Writers

“The Will and LPA strategy is such an important part of someone's personal estate planning arrangements, yet mostly when we ask 'why have you not got a Will or an LPA in place?' the usual answer is simply 'because I haven't yet got around to it' and n...”

i

View Profile

Blake and Day Financial Planning - Debbie Day

(1)

“Top service throughout all dealings with Deb Day”

i

View Profile

Adauxi: Accountants & Business Advisers

Adauxi Fund, Adauxi Advisory, The Adauxi FD

“If owners could focus the time that they currently spend on these issues on the areas they know best (like products/services and customers), surely that help their business grow faster? This can be achieved at a fraction of the cost of a dedicated se...”

i

Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

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.

Arcaria Financial Solutions

Optimum Independent Financial Advisers Limited

Vita Finance

Asquith Financial Services

Woodruff Financial Planning

Midwinter Financial Planning

Wood and Disney Real Time Accountants With a Human Touch

Baker Chapman & Bussey

Saint Accountants

Coffey Brooks Financial Services

Fiducia Wealth Management

Ellisons Solicitors

Simply Accounts & Tax Limited

Michaels Commercial Finance

Gracechurch Financial Crime Prevention

Fairey Associates

Plan Money

Your Advisors

Mayflower Financial Planning

Alan Hill Financial Planning

Future Financial Planning

The Will Writers

Blake and Day Financial Planning - Debbie Day

Adauxi: Accountants & Business Advisers

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