BEST RATED SOUTHEND ON SEA, UK FINANCIAL SERVICES

3 Best Financial Services in Southend On Sea, UK

Name: 3 Best Financial Services in Southend On Sea, UK
Rating: 4.7

Expert-recommended Top 3 Financial Services in Southend On Sea, 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!

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ESSEX FINANCIAL PLANNERS

4.8

Bank House, 26 Hamlet Court Road, Westcliff on Sea, Southend on Sea SS0 7LX, UK Directions

Since 2001

Speciality:

“Essex Financial Planners is led by Ray, who is the managing director of the firm. The team at Essex Financial Planners aims to help individuals and businesses achieve their financial goals. Their approach is detailed and straightforward. They develop a practical plan designed to help you meet the objectives. They'll discuss the plan with you and agree on the action you want to take. While the final decisions are yours, they're here to help and guide you with jargon-free advice both now and in the future.

2025 Update: They are authorised and regulated by the Financial Conduct Authority. They provide Independent, whole of market Financial Advice for all individuals and companies across the UK. They offer their clients an initial face-to-face or telephone meeting to establish what advice is best for you.”

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WILLOW FINANCIAL PLANNING

4.7

453 Southchurch Road, Southend on Sea SS1 2PH, UK Directions

Since 2018

Speciality:

“Willow Financial Planning offers technical expertise, reliability, efficiency, and a touch of imagination. Their approach differs from traditional advisory firms, as they work diligently to deliver a service tailored to each client's objectives. With their experience, resources, and expertise, they provide bespoke planning solutions for every client. At the core of their service is a commitment to offering valuable and trusted financial advice. As an independent financial adviser in Essex, Willow Financial Planning is dedicated to tailoring advice to meet each client's needs and goals. They understand the hard work you've invested to reach your current position, and their experienced team will work equally hard to help you continue to succeed. They take pride in delivering unique solutions that are right for you now and in the future.

2025 Update: Aaron Mears, Charlotte Pranjivan and Paul Stafford are the directors of the firm. They provide a clear and impartial service that clients can trust, endorse and recommend.”

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DUKES FINANCIAL PLANNING

4.7

The Old Stables, 38 Tintern Avenue, Westcliff-on-Sea, Southend on Sea SS0 9QJ , UK Directions

Since 2006

Speciality:

“Dukes Financial Planning has over 100 years of combined experience in the financial planning industry. They take pride in their team and use a collaborative approach in all client work, ensuring continuity and comprehensive service. Each team member is instrumental in providing accessible and professional financial advice. The firm has achieved Chartered status, a prestigious recognition from the Chartered Insurance Institute (CII), underscoring its commitment to excellence. Dukes Financial Planning also offers free initial consultations, allowing clients to explore their financial planning options without obligation.

2025 Update: Ray Duke, Katrina Duke, Adam Norman, and Taylor Duke are the partners of the firm. They are independently owned and are one of an elite number of UK firms that have been awarded the prestigious status of corporate Chartered Financial Planners.”

3 Best Financial Services in Southend On Sea, UK