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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
Essex Financial Planners
Essex Financial Planners
6+ YEARS IN TBR
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ESSEX FINANCIAL PLANNERS

(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 and Savings

“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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Registration 04343938

Contact:

01702 347734

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

TBR® Inspection Report:

Willow Financial Planning
Willow Financial Planning
3+ YEARS IN TBR
CALL CONTACT

WILLOW FINANCIAL PLANNING

(4.7 Score)
453 Southchurch Road, Southend on Sea SS1 2PH, UK Directions

Since 2018

Speciality:

✓ Pension Investment ✓ ISA Investment ✓ Junior ISA ✓ Junior SIPP ✓ Trustee Investment ✓ Private Medical Insurance ✓ Income Protection ✓ Family Protection ✓ Life Cover ✓ Mortgage Protection ✓ Retirement Planning ✓ Cash-Flow Modelling ✓ Inheritance Tax Planning ✓ Later Life Planning ✓ Care Fee Planning ✓ Lifetime Mortgage ✓ Mortgage Brokers ✓ Equity Release Advice

“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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Registration 07907502

Contact:

01702 667315 01702 442198

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

TBR® Inspection Report:

Dukes Financial Planning
Dukes Financial Planning
Dukes Financial Planning
9+ YEARS IN 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. 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.”

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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 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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WILLOW FINANCIAL PLANNING REVIEWS

I was referred to Willow by my brother and I am very glad I was. I was looking to put all my pensions into one place and initially had a review with James Hodges. He was very open and honest about the process and reassured me that it would all be taken care of. The transfer process was really simple and their fees are very reasonable. James was excellent in helping me through it all and answered all my questions and queries. I highly recommend James and his company if you are looking to amalgamate your pensions or for any other financial issues. Questions and queries were answered.

If you are seeking any kind of financial advice I would highly recommend Willow Financial Planning. Such a friendly and helpful team who all work together to help you. A special thank you to John Hayley who sorted out my pension fund. He was so warm as friendly and guided me through a rather challenging experience. He took all the emotion out of it in a pragmatic but reassuring way. I really felt like he looked after me.

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.

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 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

WILLOW FINANCIAL PLANNING Total Inspection Points: 113/120
Experience: 7
Business Hours: 9
Complete Info: 9
Social Media: 9
Website Standard: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 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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