SRC WEALTH MANAGEMENT
4 Lords Court, Cricketers Way, Basildon SS13 1SS Directions
Since 2001
Here’s The Deal:
"SRC Wealth Management is a trading form of SRC Financial Services Limited which was established in 2001 by managing director Simon Torry. The business specialises in providing independent financial planning and guidance to people on wealth management. They help their clients take control of their money by giving accurate and concise advice on a wide range of finances. Their initial meeting with you will generally be held in one of their offices, although home visits may be possible in certain conditions. Where a member of a final salary pension scheme and want to consider giving your deferred pension."
SPECIALITY:
Financial, Estate and Pension Planning, Retirement Advice, Defined Benefit and Pension Transfers, Final Salary Transfer Service, Investment Management & Portfolio
Registration 539976
TBR® Inspection Report:
FUTURE LIFE CAPITAL
24 Hemmells, Basildon, Essex, Basildon SS15 6ED Directions
Since 2008
Here’s The Deal:
"Future Life Capital is a financial adviser, based in Laindon, Essex, operating mostly across the South East and London. They aim to provide you with a marvellous and unforgettable experience at all times. The business offers financial guidance and planning service. The company gives you a comprehensive solution for your life insurance requirements. They afford a strong investment emphasis, but a clue to their approach can be found in the title. Get a free consultation."
SPECIALITY:
Protection, Investment and Pension Advice, Inheritance Tax and Financial Planning, Investment Bonds and Trusts, Exchange Traded Funds, Individual Savings Accounts, Life Cover, Critical Illness, Medical Insurance, Retirement Income Strategies, Final Salary Pension Schemes, General Investment Accounts & Direct Equities
Registration OC333292
TBR® Inspection Report:
PARAGON INDEPENDENT FINANCIAL ADVISERS
Cornwallis House, Howard Chase, Basildon SS14 3BB Directions
Since 2003
Here’s The Deal:
"Paragon Independent Financial Advisers is a firm of independent financial advisers, and they have advisers based in Essex and North West England who have a combined financial services industry experience over two-hundred years. They will guide you through their investment process, including consulting and establishing your attitude to investment risk. They pride themselves in giving clients a first-class service with a mortgage and financial advice they can trust. You can get an offer in the initial consultation."
SPECIALITY:
Retirement Income Strategies, Investments Management, Unit Trusts and Investment Bonds, Individual Savings Accounts, Retirement and Pension Planning, Life Cover, Critical Illness, Income Protection, Financial Planning Advice & Mortgages
Registration 4685871