ABACUS WEALTH PLANNING LTD
12 King Edward Road, Adelaide House, Brentwood CM14 4HL
Since 1986
Wealth Management and Accumulation, Equity Release, Long Term Care, Financial and Tax Planning, Investment Advice, Life Protection Needs, Mortgages, Pensions & Retirement Planning
Free initial meeting to assess your circumstances, attitude towards risk and financial planning needs, in order to make suitable recommendations ● They pride 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 client referrals ● They offer advice across a wide range of investments from a straightforward ISA to complex investment portfolios
Registration 2061670
TBR® Inspection Report
BROOM CONSULTANTS LTD.
4 Gresham Road, Sterling Court, Brentwood CM14 4HN
Since 1992
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
Specialises in giving advice to clients on a wide range of financial matters ● They analyse your current financial position and clarify your immediate and future financial needs, prior to providing 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
Registration 3920473
TBR® Inspection Report
BASI & BASI FINANCIAL PLANNING LIMITED
9 Warley Hill, Brentwood CM14 5HT
Since 2010
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
To manage property tax effectively, and provide protection for directors, shareholders and employees ● Offers to extend that methodology to all areas of financial planning, one can approach a level of confidence in finance upon which to base life-changing decisions
TBR® Inspection Report