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Contact
Office F5 The Plaza, Rutherford Park,
Braintree, CM77 7AU.
Give us a call on 01376 311492
Start with a complimentary consultation
Where we are
Office Location
Frequently asked questions
Questions We Often Hear
About Our Services
What makes you different from other financial advisers?
We’re truly independent, which means we’re not tied to any financial institutions or products. We can explore the entire market to find solutions that are right for you, not what’s profitable for us. We treat every client as our only client, providing personalised attention and jargon-free advice.
Can I afford to retire comfortably?
This is one of the most common questions we hear. Through comprehensive cashflow planning and analysis of your current provisions, we can show you what your retirement could look like and identify any gaps or opportunities
Will my family be financially secure if something happens to me?
We assess your family protection needs and recommend appropriate life insurance and income protection solutions. We also help with estate planning to help ensure your wealth passes efficiently to your loved ones.
How can I protect my estate from inheritance tax?
Through strategic estate planning, we can help minimise inheritance tax burdens using various allowances, trusts, and planning strategies. Every situation is different, so we create bespoke solutions for your circumstances.
What if I can’t make it to the office because of age, health, or my personal situation?
Our services are designed to be flexible so we can adapt to your needs – whether that means meeting in a different location, involving trusted family members or other professionals, or adjusting our process to suit your situation. Your wellbeing is our priority, and we’re committed to finding the approach that works best for you