strategic wealth management and financial planning

Simplifying money for you

We are independent financial advisers based in Southend on Sea and mainly provide a bespoke financial planning service to clients in the Essex and London region.

We help clients understand and appreciate the important role that financial planning can play in their lives by showing them how to manage their financial resources effectively.

Our objective is to assist you in identifying your priorities and create a lifetime financial plan which will solve your problems and meet with your future goals and expectations.

The creation and management of wealth is designed to give you financial security and look after your lifetime needs.

We offer a full financial planning service which encompasses protecting wealth within families. Alternatively, you may engage us to review a specific area of concern, such as, improving your retirement, the provision of an investment strategy, planning for retirement or protecting yourself financially against ill health.

need guidance with your finances?

  • Comprehensive Financial Planning
  • Improving your financial situation
  • Protecting your family or business
  • Wealth creation
  • Investing capital
  • Tax efficient investments
  • Asset allocation - diversification
  • Maximising Pension Returns
  • Planning for retirement
  • Making Wills, creating Trusts and Probate
  • Divorce settlements
  • Ethical Investment