Essex Financial Planners Ltd is one of the premier financial planning firms in Southend-on-Sea, delivering comprehensive financial advice and guidance across the market since 2001. Ray Waterman serves as an independent financial adviser within the firm alongside a team of highly skilled advisers dedicated to providing top-tier, professional counsel on various financial matters. Devoted to assisting clients in realizing their financial objectives, Essex Financial Planners Ltd employs a direct and practical approach. Their advisers work to develop straightforward plans tailored to help clients meet their specific goals, both for individuals and businesses. The firm is committed to facilitating the achievement of financial objectives through a clear and transparent process. Clients engage in a simple and effective process where they share details about their current financial situation, dreams, and desired timelines. Essex Financial Planners Ltd then crafts a practical plan to assist clients in reaching their goals. The firm focuses on helping individuals and businesses achieve financial success. The firm's advisers excel in offering clear guidance on various financial aspects, from constructing suitable investment strategies to optimizing the tax efficiency of clients' finances. Essex Financial Planners Ltd is well-versed in providing straightforward advice on diverse pension arrangements, including Personal pension plans, Self-invested personal pensions, Small self-administered schemes, and workplace pensions.
UNIQUE FACTS:
• Jargon-free Advice.
• Friendly Chat.
• Online Appointments.
• On-site Services.
• First Class and Professional Advice.
• Initial Face To Face or Telephone Meeting.
Best Financial Services in Southend On Sea
Expert recommended Top 3 Financial Services in Southend On Sea, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
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ESSEX FINANCIAL PLANNERS LTD REVIEWS
From start to finish Max was there to help and support with every step of our mortgage application. He provided the advice and guidance we needed and he made the whole process seamless and as stress-free as can be. He went above and beyond whenever we had any questions and was always a phone call away. He was highly professional and we felt like we were in a safe pair of hands throughout. We will continue to use and always recommended Max to friends and family going forward. Exceptional service and couldn’t recommend more. Thanks Max!
Max at Essex Financial Planners was a great help when I was looking for a mortgage and life insurance. He was always available to answer my questions and guide me through the process. Max was professional and provided excellent service, helping with every aspect of my mortgage and insurance needs. I would highly recommend Max to anyone seeking financial planning services.
Max was phenomenal throughout the entire process! Not only did he help us get a mortgage, but was extremely communicative, calming and reassuring throughout the purchasing and exchanging process! Couldn't have gone through it without him!
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Willow Financial Planning is committed to delivering personalized financial advice that aligns with each client's unique needs and objectives. Director Aaron Mears leads a highly experienced team dedicated to ensuring the ongoing success of their clients. The firm offers technical expertise, reliability, efficiency, and a touch of creativity to meet clients' diverse financial challenges. Setting itself apart from traditional advisory firms, Willow Financial Planning takes a distinct approach. They labour diligently to provide a service tailored to each client's objectives, leveraging their experience, resources, and expertise to deliver bespoke planning solutions. Recognizing every client's individuality and evolving needs at different life stages, Willow Financial Planning engages in collaborative discussions to identify and address these needs. Whether planning for the present or the future, the firm is equipped to help clients navigate their financial journey. Willow Financial Planning's success is due to its ability to connect with a select number of clients and assist them in establishing the foundations of financial independence. Their commitment to transparency and impartiality ensures that clients can place trust in their services, leading to endorsements and recommendations.
UNIQUE FACTS:
• Independent Financial Advisors.
• Clear And Impartial Service.
• Experienced.
• Technical Expertise.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WILLOW FINANCIAL PLANNING REVIEWS
The folks over at Willow were super helpful! I was looking for some advice on pensions and they really came through for me. I gotta say, I was really pleased with the service and all the info they gave me. Just wanted to drop a quick note to say thanks!
I had a wonderful experience with the team at Willow. They were incredibly helpful when I was looking financial advice regarding mortgages. I am truly satisfied with the service and the valuable information they provided me. I want to say a heartfelt thank you!
I needed some financial advice for my pensions and the team at Willow were extremely helpful, and were all so pleasant to talk to. Thank you for all your help, would definitely recommend.
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Dukes Financial Planning LLP is an independent and locally-owned financial planning firm in Southend-on-Sea. With a collective experience of over 100 years, their team has earned recognition as one of the select UK firms bestowed with the esteemed corporate Chartered Financial Planners status. The firm was founded by Katrina Duke, who brings over 40 years of experience in financial services, encompassing expertise in all facets of financial planning. Ray Duke, a partner with over four decades of experience, holds notable qualifications as a Certified Financial Planner, Chartered Financial Planner, Chartered and Certified MCSI. Specializing in retirement preparation and benefits exploration, the Dukes Financial Planning LLP team excels in guiding clients through these critical financial phases. The firm takes pride in its collaborative team approach, emphasizing continuity in client interactions. Each team member is crucial in delivering accessible and professional services, ensuring clients receive comprehensive and consistent support. As independent financial advisers solely owned by the partners, Dukes Financial Planning LLP operates without external influences or shareholders. Their commitment to independence is reflected in their ability to source products and services from the entire market, free from ties or restrictions.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Chartered & Certified Firm.
• Advise Small Businesses.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
DUKES FINANCIAL PLANNING LLP REVIEWS
Friendly and stress free guidance, I had full confidence in their dealings with my financial quires. Would highly recommend them. A year on since my first dealings with this family run company and I'm pleased to say my second visit was just as friendly and easy as before. With all the scams going on nowadays, its so nice to deal with trustworthy people like Dukes.
The service and care Dukes Financial Planning provide is always very professional, knowledgeable and friendly. I am fully confident in the companies ability to advise me and look after my finances and feel that my best interests are of great importance to them.
An excellent family run business.... Taylor was professional, friendly and very knowledgeable. I would highly recommend Dukes for all your financial needs. Thank you for all your help with my pension!
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