ABACUS WEALTH PLANNING LTD
12 King Edward Road, Adelaide House, Brentwood CM14 4HL Directions
Since 1986
Here’s The Deal:
" Abacus Wealth Planning Ltd is committed to delivering better value, choice and results for their clients. They have over thirty years of experience working with individuals and families to help them reach their financial goals. The company prides themselves on their friendly, honest and open advice service for their clients, which is reflected in the fact that most of their new business arises from existing customer referrals. The firm offers advice across a wide range of investments from a straightforward ISA to complex investment portfolios. Get an initial complimentary meeting to assess your circumstances, attitude towards risk and financial planning needs.
SPECIALITY:
Wealth Management and Accumulation, Equity Release, Long Term Care, Financial and Tax Planning, Investment Advice, Life Protection Needs, Mortgages, Pensions & Retirement Planning
Registration 2061670
TBR® Inspection Report:
BROOM CONSULTANTS LTD.
4 Gresham Road, Sterling Court, Brentwood CM14 4HN Directions
Since 1992
Here’s The Deal:
"Broom Consultants Ltd. is a Brentwood based financial service provider. The company specialises in giving guidance to clients on a wide range of financial matters. The firm works with its clients to understand their needs, both immediate and future, to provide tailored solutions. They analyse your current financial position and clarify your immediate and future financial needs, before giving clear, easy to understand advice to meet your objectives. As well as advising new pension arrangements, they also review existing schemes and can help clients to ensure their pension.
SPECIALITY:
Inheritance Tax and Pension planning, Mortgages, Investment bonds, Individual savings accounts, Unit trusts, Annuities, Final salary and money purchase pension scheme, Self-invested personal pensions, Investments, Healthcare, Life Assurance, Long Term Care, Offshore & Ethical Investments
Registration 3920473
TBR® Inspection Report:
BASI & BASI FINANCIAL PLANNING LIMITED
9 Warley Hill, Brentwood CM14 5HT Directions
Since 2010
Here’s The Deal:
"Basi & Basi Financial Planning Limited is a family firm with strong family values and has been established since 2010. The aim to reach your financial goals using your aspirations, and their specially designed financial plan. They work as a team, utilising individual expertise for the benefit of their clients. The business manages property tax effectively, and protect directors, shareholders and employees. They offer to extend that methodology to all areas of financial planning, and one can approach a level of confidence in finance upon which to base life-changing decisions.
SPECIALITY:
Investment, Retirement and Inheritance Tax Planning, Group Pension Schemes, Life and Health Protection, Commercial Finance, Group Life and Health Schemes, Key Person, Shareholder Protection, Mortgage Arranging & General Insurance