Money Matters: Discover the Best Financial Advisers in Essex

Get expert financial guidance in Essex with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in Essex who suits your needs.

Find financial advisers near you
Oakfield Financial Services Limited is a family-owned business, founded in 2003 with the sole aim of providing people with good quality, independent, impartial advice. As a team of experienced financial advisors, we pride ourselves in offering our clients a personal service. We believe that full independence is the key to best advice, and we work with our clients to provide them with the best possible outcome based on their needs. We have no minimum investment amount or mortgage requirement, and we offer a range of financial services including financial planning, mortgages, protection, pensions, and investments. Our team of advisors has a wealth of experience and will work closely with you to understand your financial goals and create a personalized plan to help you achieve them. Whether you're looking to plan for your future, manage your finances, or achieve a specific financial goal, we're here to support you every step of the way.
The reviews praise Oakfield Financial Services for their excellent service, mortgage expertise, and prompt communication, making them highly recommended.
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Woodruff Financial Planning is an award-winning financial planning and wealth management firm that specializes in helping business owners, high-income professionals, and trusts achieve financial freedom and prosperity. Our team of experienced financial planners takes a holistic approach to financial planning, focusing on clients' goals, aspirations, and values before their financial situation. We provide personalized financial planning and investment solutions to help our clients reach their full potential and live the life they desire. By combining our expertise, experience, and commitment to exceptional customer service, we aim to make a positive and lasting impact on our clients' financial lives.
The reviewers praise the excellent service, expertise, and personalized advice provided by Dan Woodruff and his team, recommending them highly to others.
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As a firm of Independent Financial Advisers (IFA), we provide unbiased, personalised advice. We have Advisers based in Essex and North West England who have a combined financial services industry experience in excess of 200 years. We pride ourselves in giving our clients a first class service with financial and mortgage advice they can trust. We provide our services to a broad spectrum of people - irrespective of income and wealth. We work on your behalf. We offer an initial consultation, at our expense. Please contact us on 01268 284050 or complete our enquiry form to find out more about our services and our standard fee tariff.
Reviewers praised Paragon for their sound financial advice, diligence, and helpfulness.
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At Future Life Capital, we provide honest, independent financial advice that makes a difference. Our team of experts will work with you to create a personalized financial plan, helping you make smart choices for your future, whether that's retiring early, buying your first home, or spending more time with family. We use cash flow modeling to help you understand your financial situation and make informed decisions. Our goal is to build a long-term relationship with you, providing tailored financial solutions that meet your unique needs.
Reviewers praised the brokers for their clear, professional, and customer-centric service.
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Optimum Independent Financial Advisers is a fully authorised and FCA regulated independently owned financial adviser firm, established in 1995. We are client-centric and committed to providing an unrivalled service, built on a foundation of integrity, honesty, and transparency. We offer a comprehensive range of services, including investment planning, pension planning and retirement options, life assurance and protection advice, personal and commercial mortgage advice, estate planning and specialist tax advice, and corporate financial planning.
The company's exceptional service, kind and caring staff, and expert advice have led to life-changing results for some clients.
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Hallmark Financial Services Limited is a leading independent mortgage broker and wills and probate specialist, providing expert advice on residential and commercial mortgages, lifetime mortgages, bridging finance, and protection insurance. We offer a range of services, including mortgage advice, will writing, and probate services, to help individuals and businesses achieve their financial goals. With many years of experience in the mortgage market, our expert advisors are committed to providing exceptional service and expert advice to help clients achieve their financial objectives.
The reviewer highly recommends Hallmark Financial Services, praising their exceptional service and impartial advice.
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Harbour Financial is a firm of Independent Financial Advisers specialising in providing expert advice on investment strategies, pension planning, tax planning strategies, estate planning, mortgages, life and health insurance, and home insurance. With a strong reputation built on honesty, reliability, and excellent service, we help individuals and families secure their financial future, manage their accumulated wealth, and achieve long-term financial security. Our experienced team provides tailored guidance and support to ensure our clients make informed decisions about their financial affairs. Whether you're planning for retirement, saving for a specific goal, or seeking to create a secure nest egg, we're here to help.
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Knightsbridge Financial Solutions is an independent financial advisory firm based in the South East of England and Greater London, providing professional advice on a range of financial products, including mortgages, pensions, investments, and protection. Established in 2001, the firm has been guiding customers through life's financial milestones, from buying their first property to planning and preparing for retirement. The team of experienced financial advisers and mortgage brokers provide personalized advice, finding suitable products based on individual needs, circumstances, and preferences. With access to a wide range of financial providers and mortgage lenders, Knightsbridge Financial Solutions aims to deliver quality advice and solutions tailored to each client's requirements.
The reviewer praises the advisory service for its friendly and approachable staff, clear communication, and excellent service delivery.
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JLM Independent Wealth Management offers friendly and professional Independent Financial Advice (IFA). We provide personalized financial planning and advice to individuals, couples, and families. Our team of experienced and qualified financial advisors work closely with clients to understand their financial goals and develop tailored strategies to achieve them. Our services include pension and retirement planning, investment planning, portfolio management, key man and shareholder protection, personal and corporate pension planning, inheritance tax mitigation and estate preservation, trust advice, mortgages and protection advice, and reviews. We also offer a free initial consultation to discuss your specific needs and goals. At JLM Independent Wealth Management, our guiding principle is that as Independent Financial Advisers, we work for YOU, rather than any one insurance provider or bank.
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Mortgage Business offers a wide range of mortgage services, including homebuyer mortgages, commercial mortgages, buy-to-let mortgages, remortgage packages, and life cover and insurance. With access to the whole of the market, our expert advisors can find the perfect mortgage solution for you, whether you're a first-time buyer, a seasoned homeowner, or a budding property investor.
One customer makes a contradictory statement, recommending a broker despite rating the service 1 star.
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