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BEST RATED BASILDON, UK FINANCIAL SERVICES

3 Best Financial Services in Basildon, UK

Expert-recommended Top 3 Financial Services in Basildon, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

SRC Wealth Management
SRC Wealth Management
SRC Wealth Management
8+ YEARS IN TBR
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SRC WEALTH MANAGEMENT

(4.8 Score)
4 Lords Court, Cricketers Way, Basildon SS13 1SS, UK Directions

Since 2001

Speciality:

✓ Financial Planning ✓ Pensions ✓ Retirement Planning ✓ Retire Ready ✓ Retire Secure ✓ Widows and Divorcees

“SRC Wealth Management has to help its clients take control of their money by providing clear and concise advice on various financial matters. They specialise in offering independent financial planning and wealth management advice to individuals nearing retirement or those who have already retired. Their financial planning service is at the core of their advice process and forms the foundation for their recommendations. The team at SRC Wealth Management serves high-net-worth clients approaching retirement and is authorised to advise and arrange defined benefit transfers.

2025 Update: Simon Torry is the Chartered Financial Planner of the firm. He has over 35 years of experience in this field.”

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Registration 539976

Price:

Financial Planning Fee starts from £2,000

Contact:

01268 280096

Mon-Thu: 9am - 5pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

SimFin Financial Ltd
SimFin Financial Ltd
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SIMFIN FINANCIAL LTD

(4.8 Score)
158 Thundersley Park Road, South Benfleet, Basildon SS7 1EN, UK Directions

Speciality:

✓ Retirement Planning ✓ Investment Planning ✓ Home Insurance ✓ Mortgages ✓ Protection

“2025 Update: SimFin Financial Ltd is a mortgage and protection advice company that serves clients throughout the UK. Simon Cook is the Director, Financial Adviser & Specialist Lending of the firm. Simon has aimed to grow a unique company with a home-from-home office atmosphere. They are friendly, straight-talking and forward-thinking in their approach. SimFin Financial Ltd is authorised and regulated by the Financial Conduct Authority. With their expertise, knowledge and insight, they offer the most suitable solution to meet your needs. You can contact them to arrange an appointment.”

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Registration 11322682

Contact:

07891 969 644 01268 561914

Mon-Sat: 8am - 7pm
Sun: 9am - 5pm

TBR® Inspection Report:

Paragon Independent Financial Advisers Ltd
Paragon Independent Financial Advisers Ltd
10+ YEARS IN TBR
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PARAGON INDEPENDENT FINANCIAL ADVISERS LTD

(4.8 Score)
First Floor, Bowden House, Luckyn Lane, Basildon SS14 3AX, UK Directions

Since 2003

Speciality:

✓ Investments ✓ ISAs ✓ OEICs ✓ Unit Trusts and Investment Bonds ✓ Retirement and Financial Planning ✓ Pensions Advice ✓ Mortgages ✓ Life Cover ✓ Critical Illness & Income Protection

“Paragon Independent Financial Advisers Ltd caters to a broad spectrum of clients, regardless of income and wealth. Steve Skinner is the firm's director. Paragon provides unbiased, personalised advice as a firm of Independent Financial Advisers (IFAs). Their team includes advisors based in Essex and North West England, who have a combined financial services industry experience in excess of 200 years. They pride themselves on offering first-class service and trustworthy financial and mortgage advice. They provide an initial consultation at their expense. You can contact them to learn more about their services and standard fee tariff.

2025 Update: As financial advisers and mortgage brokers, they are independent and therefore can search the market for you. They provide a free callback.”

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Registration 4685871

Contact:

01268 284050 07887 892620

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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SRC WEALTH MANAGEMENT REVIEWS

SRC Financial have been absolutely incredible from the very beginning in helping us find our mortgage. The whole experience has been seamless, from day one speaking with Amy Hoskins who was brilliant helping us gather all our documents and get our affordability check complete. She kept us updated constantly and always informed us of the next steps without us having to chase. To then being approved and being passed over to Amy Stainer, who helped us find a mortgage suitable for us. She was fantastic in her knowledge and explained everything so well to us, especially as we’re first time buyers and have never done this process before. I would recommend these guys to anyone for help finding a mortgage and feel lucky we got to use them for our search. They are also so polite and friendly and make you feel like they genuinely want to help. Thank you.

I am very satisfied with SRC - from start to finish! Jack with the help of Toni dealt with my case. They were very professional and resposive. Jack gave me great advice and took the time to understand my needs. Although getting approved was a stressful process, I felt supported all the way. Most importantly, we got the results I was hoping for very quickly. Thank you so much for all your help and support in getting my mortgage. I will use them again when I need to remortgage.

After my initial advisor was unable to make our appointment on the day, Amy stepped in to ensure I didn’t have to rebook my appointment and continued to assist me throughout the whole mortgage application process. The whole time she was really friendly, understanding, comforting and patient whilst l had minor difficulties with the lender and would contact her for updates anxiously whilst knowing truthfully I would have heard from her if there were any lol. Thank you Amy for all your help and everyone else at SRC for your services.

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SIMFIN FINANCIAL LTD REVIEWS

Jane helped me and my husband with our recent house purchase. Jane was absolutely amazing from start to finish. She explained everything to us and looked after us for the whole 7 months it took for the sale to complete. Jane is the best at what she does and I couldn't recommend her enough she managed to turn the stressful situation of buying a property into an absolute breeze she really went above and beyond for us. Thank you Jane for everything.

My partner and I being first time buyers didn’t have an awful lot of knowledge with mortgages and rates etc so we approached Simon and the team at SimFin. They were excellent throughout our mortgage application process. They were very approachable and made us feel very assured we were in good hands. The contact they had with us throughout the process was brilliant, we would 100% use them again. Thank you.

Simon and the team at SimFin we’re invaluable at helping my partner and I obtain our first mortgage, as first timers we were very unsure about various aspects of the process and every member of the team we spoke to had the knowledge and dedication to advise and get us over the line! They were swift to contact us when our mortgage rates were due for renewal and helped us secure a better deal. They are my FIRST point of contact when it comes to financial planning! Thanks guys, you’re the best.

PARAGON INDEPENDENT FINANCIAL ADVISERS LTD REVIEWS

Our experience for over a decade has never been less than 5 stars. Wise advice and guidance regarding all our financial options, large and small together with a friendly personal service tailored to our needs.

We have always received sound financial advice from Paragon over the years. From my dealings with them they have always acted diligently and are patient and thorough in their explanations.

Very helpful advisers and I couldn't have asked for anything better. Highly recommend.

TBR® Inspection Score Report

SRC WEALTH MANAGEMENT Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Experience: 9
Website Standard: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

SIMFIN FINANCIAL LTD Total Inspection Points: 115/120
Acknowledgements: 9
Business Images: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PARAGON INDEPENDENT FINANCIAL ADVISERS LTD Total Inspection Points: 114/120
Business Images: 8
Business Hours: 9
Complete Info: 9
Experience: 9
Website Standard: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Location Proximity: 10
Online Appointment: 10
Service Diversification: 10
Website Source: 10
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