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BEST RATED SOUTHEND ON SEA, UK FINANCIAL SERVICES

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 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!

Essex Financial Planners Ltd - Southend on Sea Financial Services - Financial Advisor Image
Essex Financial Planners Ltd - Southend on Sea Financial Services - Financial Consultant Image
Essex Financial Planners Ltd - Southend on Sea Financial Services - Financial Services Company Image
6+ YEARS ON TBR
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ESSEX FINANCIAL PLANNERS LTD

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

Since 2001

Speciality:

✓Auto Enrolment ✓Investments ✓Mortgages ✓Pensions ✓Protection ✓Savings

"Essex Financial Planners Ltd 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. While the final decisions are yours, they're here to help and guide you with jargon-free advice both now and in the future. 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.

2026 Highlights: Essex Financial Planners Ltd develops a practical plan designed to help you meet those objectives and discusses the plan with you and agree the course of action you want to take."

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Registration 04343938

Contact:

01702 347734

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

TBR® Inspection Report:

R3 Wealth - Southend on Sea Financial Services - Tax Planning Image
R3 Wealth - Southend on Sea Financial Services - Financial Planning Image
R3 Wealth - Southend on Sea Financial Services - Financial Consultant Image
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R3 WEALTH

(4.8 Score)
112 The Broadway, Thorpe Bay, Southend on Sea SS1 3HH, UK Directions

Speciality:

✓Wealth Management ✓Pensions ✓Investments ✓Retirement ✓Cash-flow Planning ✓Estate Planning ✓Commercial and Mortgage Finance ✓Residential ✓Buy-to-let ✓Portfolio ✓Commercial ✓Bridging ✓Protection ✓Life Cover ✓Income Protection ✓Critical Illness ✓Relevant Life ✓Business Protection ✓Purchases ✓Remortgages ✓Buy to Let ✓Commercial Finance ✓Bridging Loans ✓Second Charges ✓UK Expat Mortgages ✓Million Pound Mortgages

“2026 Highlights: R3 Wealth guides you in defining, prioritising, and planning for the financial outcomes that matter most to you. They break down complex financial concepts into clear advice, so you can make confident decisions. They help you safeguard your assets now and plan intelligently for the future of your family. R3 Wealth provides comprehensive financial advice, including investments, pensions, retirement planning, mortgages, protection, estate planning, and tax efficiency strategies. Each solution is tailored to your individual circumstances and goals.”

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Registration 08989163

Contact:

01702 593969

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

TBR® Inspection Report:

Dukes Financial Planning - Southend on Sea Financial Services - Financial Advisor Image
Dukes Financial Planning - Southend on Sea Financial Services - Financial Consultancy Image
Dukes Financial Planning - Southend on Sea Financial Services - Financial Services Company Image
9+ YEARS ON TBR
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DUKES FINANCIAL PLANNING

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

Since 2006

Speciality:

✓Investments ✓Pensions ✓Pension Annuity ✓Investing for Your Future ✓At Retirement ✓Life Assurance ✓Critical Illness Cover ✓Income Protection ✓Business Protection

"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. 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.

2026 Highlights: Dukes Financial Planning arranges an initial discussion without cost or obligation."

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Registration OC321474

Contact:

01702 344909

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

TBR® Inspection Report:

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ESSEX FINANCIAL PLANNERS LTD REVIEWS

Absolutely brilliant. Max has recently helped us purchase our first home. It ended up being a quick process and relatively painless. We went from 'we'll talk to an advisor and see what we can do,' to buying a house in just 4 months. Max is articulate, intelligent but above all unbelievably caring. He genuinely wants to help you and I love the passion he has for helping you take the next step in your life. He applied for lower mortgage rates as soon as possible, explained every key step in the process which the solicitors and agents were somehow failing to do and was available on all platforms whenever we needed him. He has helped us with the relevant insurances and provided us with multiple options after listening to our feedback. Max is brilliant and I can't recommend him enough. Once the dust is settled I am sure to continue to use his services for my own personal finances. Thank you Max.

Max is articulate, diligent, detailed orientated, always available to discuss any questions I had (no matter how trivial the questions were) and is completely focused on getting the best products and offers for his clients. We encountered a few issues with third parties involved in our sale process and Max was quick to provide viable and cost effective solutions for us to solve the issues we had. I have recommended Max to a number of friends and family and will continue to do so.

I was recommended to use Max Waterman at Essex financial planning. Against all odds , Max found me a much better mortgage and from switching from an interest only to repayment, Still managed to bring my monthly payments down !! Even though mine was a complex lengthy case, Max was a wealth of information and patience throughout the whole process. I will continue to use Max when I come to remortgage again. I would also recommend him in a heartbeat to anyone of my family or friends. He provides sound financial advice with a no jargon approach ! Truly a lovely guy, And always at the other end of the phone with help when I needed it! I can’t thank or praise Max enough.

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R3 WEALTH REVIEWS

Riz was personally recommended to me from someone I have known professionally for nearly 20 years. Riz called me back within a few minutes following my voicemail. He put me in touch with Liz. Liz was absolutely amazing from the outset to end, resulting in a remortgage offer with a great rate suiting all my needs and requirements. Liz went way above and beyond with her care and attention to my specific needs (which were rather unconventional!!). In addition, Liz considered numerous providers to allow me more options. I am very grateful and fortunate to have had R3 Wealth's kind and professional assistance. I highly recommend R3 Wealth.

Liz King has advised us on raising capital from our property. Liz has been very thorough and professional, adopting a proactive and effective approach, keeping us well informed throughout the process.

Liz has been incredible to work with, I would recommend her to anyone in a heartbeat. She's extremely responsive and quick to reply. I never feel worried about asking a "stupid" question, since she is so knowledgeable and open. Liz has provided us so many different options and potential solutions and supported us throughout the process, to get the best deal possible. I've previously worked with Riz too, who was equally as knowledgeable and helpful.

DUKES FINANCIAL PLANNING REVIEWS

I would definitely recommend the team at Dukes Financial Planning to anyone who is considering retirement and who needs help to navigate the UK pension market and negotiate with the annuity providers. This is a family business with a team that really deliver on their promises in a friendly and professional way. I couldn't be happier with the advice that I received and the outcome of their hard work. Thanks again to everyone at Dukes.

I have over the past 20 years invested my pension savings with Dukes Financial. Initially through the amalgamation of a number of pension pots. These were invested in Ethical funds in a SIPP which was converted to a Wrap. These investments over time have significantly outperformed the markets. I can heartily endorse their services and would recommend them to any new or experienced investors as a safe haven for all their pension monies and other long term savings.

If you need financial and pension planning and investment support then look no further than Dukes. My wife and I have never felt more comfortable and secure in the care of any other professional body. They are extremely courteous and their advice and guidance to steer us through the pension maze has been both impeccable and unimpeachable.

TBR® Inspection Score Report

ESSEX FINANCIAL PLANNERS LTD Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Experience: 9
Social Media: 9
Website Standard: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

R3 WEALTH Total Inspection Points: 114/120
License: 8
Current Evaluation: 8
Complete Info: 9
Reviews Study: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DUKES FINANCIAL PLANNING Total Inspection Points: 112/120
Experience: 8
Page Maintenance: 8
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Social Media: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10
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