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independent financial advisers and and certified financial planners in colchester essex Independent Financial Advisers
& Certified Financial Planners
in Colchester, Essex
Call us now on 01206 266882
       
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independent financial adviser colchester essex

Professional Connections

We are fee-based Certified Financial Planners and Independent Financial Advisers, based in Colchester, Essex. We have a range of core services aimed at typical clients of professionals such as accountants, solicitors and business coaches. We can work closely together with you, even in joint meetings to reinforce your professionalism, and to maintain your client relationships.

We are looking to develop close relationships with other professionals with a view to mutual client referrals. If this is of interest to you, please contact us.

Our Financial Navigation service seeks to help business owners and professionals achieve financial independence. Accountants and business coaches can use this service to develop their business advice and exit strategy planning with clients.

Our Portfolio Management service aims to maximise returns and manage risks with investments. This works well with clients who use an accountant to manage their tax affairs, or a solicitor who provides advice on trusts, divorce, personal injury or probate.

We provide transactional advice using our Financial Advice service. If your clients need quality advice on investments, pensions, mortgages or protection, we should be able to help.

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-- About us -- Our core services -- Factsheets -- Regular newsletter -- Contact us --
 

independent financial advisers in colchester essex

Resources for your clients

We have a range of free factsheets on subjects which should interest your clients.

General

For Accountants

For Solicitors (see our solicitors section)

  

independent financial advisers in colchester essex

we advise clients of professionals like accountants solicitors and business coaches

For Business coaches
 
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--- Write: The Colchester Centre, Hawkins Road , Colchester, Essex, CO2 8JX --- Phone: 01206 266882 --- Email: click here ---
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Principal: D Woodruff.
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