Services
Whatever you came for, we look at the whole picture — because your mortgage, protection, savings and retirement all pull on the same budget.
Services
Six areas of advice, considered together rather than in isolation — because the right mortgage affects your protection, and your savings shape your retirement.
Buying, moving & remortgaging
Usually the biggest financial commitment you will take on, so getting advice really helps.
Read more →Retirement planning
Save enough during your working life to provide an income stream you can live comfortably on.
Read more →Growing your money
Build a suitable investment strategy to make your money work harder, as tax-efficiently as possible.
Read more →Life, illness & income cover
Cover for life, critical illness, accident and illness — arguably the most important products you can hold.
Read more →Emergency funds & goals
From money put away for emergencies to a deposit on a home or a special family holiday.
Read more →For employers & employees
A government initiative to help people save for later life through a workplace pension.
Read more →The process
01
You tell us about your current situation, your financial objectives and when you want to achieve them.
02
We develop a practical plan designed to help you meet those objectives, built around your circumstances rather than a template.
03
We discuss the plan with you and agree the course of action you want to take. The final decisions are always yours.
04
We’re here now and in the future with jargon-free guidance, reviewing your plan as life and legislation change.
Questions
A relaxed, no-obligation conversation about where you are now and what you want next.
Essex Financial Planners is a trading name of Essex Financial Planners UK Ltd. Advice is provided under Financial Conduct Authority regulated permissions.
A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Most forms of buy to let mortgage are not regulated by the Financial Conduct Authority. You may have to pay an early repayment charge to your existing lender if you remortgage.
The value of investments and any income from them can fall as well as rise and you may not get back the amount originally invested. Tax treatment depends on individual circumstances and may be subject to change in future.