We’re whole-of-market (i.e. absolutely impartial) Financial Advisers primarily based in Southend on the to the Gateway Constructing, which sits simply again from the High Street and very close to Southend Central Station. Phone: 01702 328430
Our senior adviser Tony Devine is a Chartered Financial Planner and can be a Chartered Accountant, a STEP affiliate member, and holds the pension switch specialist license. UPDATE: we now solely help on Outlined Profit transfers by way of a trusted accomplice adviser agency.
We advise on all types of funding and pensions/retirement planning, incorporating tax financial savings recommendation wherever potential. We additionally advise on Property Planning and IHT mitigation.
We additionally advise on conventional areas comparable to life insurance coverage, important sickness, and different safety merchandise, particularly for contractors and small enterprise house owners the place once more, tax benefits will be discovered.
For companies, we advise on group schemes together with group pensions, personal medical (PMI), group life, and so forth.
We’re ideally positioned for South Essex residents together with Leigh-on-Sea, Chalkwell, Westcliff, Thorpe Bay, principally SS1, SS0, and SS2 plus most Essex CM postcodes – in addition to London SW1, London SW3, and London SW8. It’s also possible to discover us at 42 Grosvenor Gardens, Victoria, London SW1W 0EB.
Mortgage recommendation out there in London workplace, min. mortgage worth £250,000.