Independent Financial Advisers & Investment Advice
in Colchester, Essex

You are probably here because you want your money to work harder, and want to know how to start. We work with people like you who have taken this first step. We think that if you can understand your finances you will be more comfortable with your financial decisions. We want to educate you so you can comfortably reach your goals. The money side is boring - what is exciting is what that security can do for your life. We can help you with this by: Developing a comprehensive financial plan If you know where you are now, you can plan more effectively for the future. You are more likely to achieve your goals by mapping out your financial future. Typical clients are business owners or professionals in Essex or Suffolk. Click here to find out more about our Financial Navigation service. Managing your investments and pensions If you have invested a significant amount of money, you will probably want to know that this is invested wisely, and that you can manage risks with this money. Typical clients live in Essex or Suffolk and have at least £50,000 invested. Click here to find out more about our Portfolio Management service. Selecting the best solutions Naturally you need to find the best financial products to meet your needs, whether that is to buy your home, protect your standard of living, or save for the future. Click here to find out more about our Financial Advice service. Check out our Financial blog, our regular newsletter or view our pages on Twitter, Facebook & LinkedIn Still not convinced? We guarantee our advice, or we will work for free until you are completely satisfied. Click here to see our client testimonials.		Signup to our FREE newsletter Latest News Pensions & Tax Relief Read this post Using a SIPP to buy commercial property Read this post

Do you find that you do not have the time to manage your finances in the most efficient way?

A comprehensive financial plan will help you to become financially independent as quickly as possible.

This means that you will have more time to spend doing what you really want to do with your life.

Your comprehensive financial plan will tell you the truth about your money so that you can achieve your long-term goals in the most efficient way possible.

Our service will teach you how to build a plan using fundamental financial planning principles. This will show you the weaknesses in your current plans, and therefore how your financial life will unfold. Once you know where you are going, you can properly allocate your resources for maximum effect.

The plan will be reviewed on a regular basis to take account of your changing circumstances.

Click here to find out more about the Financial Navigation service.

Managing your money

Do you worry about the risks of losing money on your investments or that your money is not working as hard as it should?

By regularly monitoring your investment & pension portfolio you can manage risks and maximise returns on your money. This will help give you peace of mind that your investments are being looked after and serviced regularly.

This means that you can relax that your goals are on track, or that future income is more secure.

This is an annual review service for your investments and pensions to make sure that you get the most out of your portfolio of assets.

The service aims to make sure you can manage the risks you take while maximising investment returns.

We report annually to give you an insight into how well your investments are performing, as well as providing quarterly valuations on your investments so you know how things are going. This service is provided as standard for Financial Navigation clients.

Click here to find out more about the Portfolio Management Service.

Selecting the best solutions

Do you want to use our expertise and research capability to find the best products to meet your needs?

We analyse your situation, before researching the most appropriate solutions for your needs. Therefore you can be secure that you are taking the right decisions first time.

This means that you can make or save money more easily.

This service allows you to request advice on investments, pensions, mortgages, protection and inheritance tax when you most need it.

We use our comprehensive research tools to deliver the best and most appropriate products and providers for your needs.

Click here to find out more about the Financial Advice service.