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3 Best Financial Services in Southend On Sea, UK

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. Only the bee's knees!

DUKES FINANCIAL PLANNING LLP

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

Since 2007

Here’s The Deal:
Dukes Financial Planning LLP is an independently owned, chartered and certified financial planning firm in Southend-on-Sea, England that specialising in providing retirement and investment advice. Katrina Duke is the founder of the Dukes Financial Planning LLP. She has been working in financial services for over 40 years and has a broad experience of all aspects of financial planning. Ray Duke is a partner who also has over 40 years of experience in the field. He is highly qualified being a Certified Financial Planner, Chartered Financial Planner and Chartered and Certified MCSI. They are experts at helping clients prepare for retirement and then helping them explore their benefits. Dukes Financial Planning LLP offers free initial discussion.

SPECIALITY:
Lifetime Service, Financial, Retirement Planning, Wealth Management, Investment Advice, Pension Schemes, Key Person Insurance and Loan Protection, Private Medical Insurance, Mortgages, Group Life Cover, Investing, Tax Planning & Small Businesses

Registration OC321474

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dukesfinancialplanning.co.uk

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Mon - Fri 9:00 am - 5:30 pm
Sat & Sun Closed

TBR® Inspection Report:

ESSEX FINANCIAL PLANNERS LTD

26 Hamlet Court Road, Westcliff-on-Sea, Southend on Sea SS0 7LX Directions

Since 2001

Here’s The Deal:
Essex Financial Planners Ltd is one of the leading financial planning firms in Southend-on-Sea with an experienced team of financial advisers who are providing financial advice to individuals and businesses in Essex and the local area. They have been providing a whole of market financial advice and guidance since 2001. Ray Waterman is an independent financial adviser at the Essex Financial Planners Ltd. Their advisers are highly experienced individuals who provide first-class and professional advice on all financial matters. They aim to help clients to reach their financial goals with their straightforward approach. They know about your current situation and your financial aims and when you want to achieve them. They develop a practical plan designed to help you meet those objectives. Essex Financial Planners Ltd offers their clients an initial face to face or telephone meeting to establish what advice is best for you.

SPECIALITY:
Protection, Mortgages, Savings and Investments, Investing and Risk, Investment Options, Executive Pension Schemes, Keyman and Share Protection, Pensions, Single Tier State Pension & Auto Enrolment

Registration 453773

[email protected]

essexfp.com

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Mon 9:00 am - 5:00 pm
Tue - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

DEVINE FINANCIAL MANAGEMENT LTD.

10 Elmer Approach, GateWay Building, 4th Floor, Southend on Sea SS1 1LW Directions

Since 2012

Here’s The Deal:
Devine Financial Management Ltd is an independent financial advisory firm in London and Southend-on-Sea that provides all forms of regulated advice to their clients. The firm works with trustees, private individuals, company owners and key employees on investments, pensions, trusts and IHT planning. Antony Devine and Andrew Nicolson are financial planners at the Devine Financial Management Ltd. The team concentrates on wealth preservation and capital growth while keeping your tax position in mind and reducing your tax bills wherever possible. Devine Financial Management Ltd guides on and manages the installation and administration of group pensions and other corporate benefits for small to medium-sized companies.

SPECIALITY:
Inheritance Tax Planning and Mitigation, Pension Income Drawdown, Transfer and Existing Drawdown Plans, Investment Trusts and Exchange Traded Funds, Annual and Lifetime Allowance Issues, Auto-Enrolment Services, Retirement Advice, Structured Products, Mortgages, Annuities, Life & Health Insurance

Registration 8135219

[email protected]

dfmadvice.co.uk/southend-...

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Mon - Fri 9:00 am - 5:00 pm
Sat 10:00 am - 2:00 pm
Sun Closed

TBR® Inspection Report: