FAIREY ASSOCIATES LIMITED
1st Floor, Alexandra House, 36A Church Street, Great Baddow, Chelmsford CM2 7HY Directions
Comprehensive Financial, Estate, Retirement, Investment, Post Retirement, Pension and Tax Planning, Inheritance Tax Mitigation, Life Assurance, Health and General Insurance, Income Protection, Critical Illness Cover, Private Medical Insurance & Wealth Management
Fairey Associates was founded by Ed Fairey, a chartered financial planner, in 2008 and has developed from its small beginnings in London to comprising a leading boutique local firm. The business is a multi-award winning, boutique wealth management firm. The team have a passion for explaining what is indeed complex and take satisfaction from helping businesses and families make the right financial and life decisions. The company currently guides on £300m of pensions and investments on an entirely independent, whole of market basis. They provide professional, holistic financial guidance to a range of customers.
TBR® Inspection Report
LB FINANCIAL SOLUTIONS
18 Hoffmanns Way, Swift House, Chelmsford CM1 1GU Directions
Investment Strategies, Income Drawdown, School Fees, Estate, Tax, Pension, Life and Health Insurance Planning, Shareholder and Partnership Protection, Key Person Cover, Group Pensions Corporate Insurance & Employee Benefits Arrangements
LB Financial Solutions is expertise to help business owners acquire a robust financial planning approach that includes the requirement for pension planning through to commercial insurance and business protection. Their business consists of three diploma qualified financial advisers, supported by a qualified paraplanner, who between them have been helping people achieve their financial goals for over fifty years. The business is providing its customers with financial advice and structured planning to meet its aims in the most tax-efficient environment. Initial meeting available. The company also serves in Colchester, Ipswich and Stratford.
TBR® Inspection Report
THE BROUGHTON WILKINS PARTNERSHIP
158 Moulsham Street, Chelmsford CM2 0LD Directions
Personal Pension and Stakeholder Pension Plans, Hybrid Annuities, Final Salary Schemes, Income Drawdown, Collective Investment Management, Stockbroking Services, Offshore and Guaranteed Investments, Individual Savings Accounts, Unit and Investment Trusts, Structured Products & Retirement Planning
The Broughton Wilkins Partnership is a firm of IFAs based in Chelmsford, Essex and provides advice to private clients, trusts, and representatives of clients receiving long term care. The business offers information covering most areas of financial planning, the main areas of advice. They are committed to providing their clients, both new and existing, with the highest standards of information and service, combined with value for money. Their guidance takes into account your tax position and individual circumstances and, of course, your attitude towards risk. Life assurance, Inheritance tax planning and critical illness planning services also available.