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A refreshingly clear approach to your financial planning

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Integrity is the essence of everything sucessful."

R. Buckminster Fuller

Independent Financial Advice - Colchester

From our office in Wivenhoe, Colchester, we provide clear understandable independent financial advice to private clients, attorneys, businesses and trustees in Colchester and throughout Essex, Suffolk, Norfolk and East Anglia - and occasionally even further afield. Our first class, personal, financial planning service can provide you with advice on Investments, Pensions and Insurances, and our clients span all age groups from those just starting out in life to others seeking Equity Release, Inheritance Tax or Long Term Care advice.

You are always Centre Stage

Whether you are seeking complex investment advice or just wish to discuss your life insurance, your needs and aspirations are at the centre of everything we do. You will always take centre stage.

"... the service you have provided us has been exceptional, not only in terms of the quality of advice you have given us, but also in the way that nothing has ever been too much trouble…"

Mr & Mrs H, Soham

 

Our Approach

We enjoy working with our clients and our approach is of course professional, but also relaxed. Our relationship with you will be underpinned by our clarity and integrity ... we do what we say we will, when we say we will.

Clarity in all things is our aim. That is why we have a glass sphere as our emblem.

When working with us you can expect the following three aspects to our relationship:


  • Advice:  Clear and Understandable


  • Service: Professional and Friendly


  • Fees:     Transparent and Fair

Whatever plans or aspirations you have, our services are helping people just like you to manage their day-to-day finances better, protect what they have and work towards achieving their dreams.

The next step

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Just give us a call to begin with (or you can email if you prefer). We can then have a quick chat about what is on your mind and answer any questions or concerns you might have. If you would like to take things further we can arrange a short introductory meeting to help you to decide if you would like to engage us. We will give you the time that you need to ask further questions so that you can decide what is right for you – although we are unable to give you specific financial advice at this initial meeting.

Our meetings will normally be held in the comfort of your own home or office. This is part of our service commitment to you.

If you wish to continue, and engage our services, we will agree the fee for the work with you at that meeting.  If you decide not to proceed then we will politely leave you alone. If you do not want our help we still wish to leave you feeling that our meeting was of value.

Call us on 01206 823953, or This email address is being protected from spambots. You need JavaScript enabled to view it. to arrange an initial discussion

Insights

Scamproof your savings

Scammers are after your pension pot! They will try to lure you with promises of one-off investments, pension loans or upfront cash. Most of these are bogus.

Read more ...

10 Rules for Successful Investment

Successful long-term investment is not just about buying low and selling high - although that is always a good principle to bear in mind.

Read more ...

Pension Death Benefits

Clients hoping to leave a flexible legacy to family members from their pension need to check that they have everything in place to make that happen. Trying (your executors) to achieve this after your death may be impossible if you were stuck in a pension scheme which doesn't offer the new freedoms, or with an outdated death benefit nomination.

Read more ...

Twitter Feed

Life is far too short to be stuck in a miserable job but changing jobs can sometimes feel a little risky. Take the… https://t.co/joadHFRYxK(posted yesterday)

Sarah Pennells is certainly right about this - women can be hugely disadvantaged at retirement. Have a read of this… https://t.co/A0Th6UUpv3(posted 2 days ago)

Our latest Client Magazine is now available - just click here - https://t.co/kGyFZ47ccJ It's an easy read and not f… https://t.co/PJK4l6eQEg(posted 2 days ago)

RT @GaryLineker: Terrific movement from The Queen here. Gets behind the defender, goes one way then cuts back inside. Regal attacking play.…(posted 4 days ago)

So sorry to hear about Flossy. I'm sure everyone feels her loss very deeply. So sad. https://t.co/1qn1hvpd0m(posted 6 days ago)

Crowdfunding is a brilliant idea - but like everywhere, the scammers have moved in. If you are thinking about crowd… https://t.co/4oybgV8SnI(posted 8 days ago)

The Tour de France has started - but you don't have to be an athlete to enjoy cycling. It seems to be a sport of ch… https://t.co/2AEbnff8lk(posted 9 days ago)

Make things easier for yourself if you are self-employed by using simplified expenses. After all, time really is mo… https://t.co/aO9wbTme2Z(posted 10 days ago)

Trumps ship sailed - but didn't arrive on time! Download our weekly market commentary here.https://t.co/ajGrAncCnD… https://t.co/pTOfVrqnt2(posted 10 days ago)

Watch this little video and get your kids saving. They will be adults a lot longer than they will be kids - and the… https://t.co/BoDQcEKiOz(posted 11 days ago)

Take care when doing your shopping today especially at cashpoints - it is very easy to be distracted https://t.co/hIsc0qY0pB(posted 12 days ago)

Every wondered what those pesky critters called emoticons actually mean? Well here is a list of them. https://t.co/cFFuvyrQYe(posted 12 days ago)

Mud, mud, glorious mud! https://t.co/wn9OPnLWgr(posted 13 days ago)

RT @CupRigby: Today the 4th July 2018 would have been Lee Rigby's 31st birthday. Today we think of Lee's family, friends and everyone @leer…(posted 13 days ago)

I've always loved pussycats. Especially ones that eat poachers. Best story this week. https://t.co/8wQPIwJD1T(posted 13 days ago)

Teenagers are more vulnerable than they think (that is not news!) but they are often scammed online. Take a parenta… https://t.co/msJYTbV7bM(posted 13 days ago)

Contactless is everywhere and we love it BUT ... take care, thieves and scammers (same thing really) are all waitin… https://t.co/3rptxuzgzM(posted 14 days ago)

Waitrose stores being taken over by the COOP!! Boo Hoo, hope it doesn't happen in Colchester. Where else could I g… https://t.co/X9NJxniK9a(posted 14 days ago)

Phew - it's a hot one today - even the fish in our pond are starting to look a little poached! https://t.co/D2LTxTlMNd(posted 14 days ago)

Totally agree. I think the dog should be taken off them too. https://t.co/eDcOi6Fc2i(posted 14 days ago)

  • Clear Understandable Advice
  • Professional and Friendly Service
  • Fair and Transparent
    Fees

CII Code of Ethics                   Cookies                    Privacy Policy

 © 2015 Arcaria Financial Solutions Ltd.

Arcaria Financial Solutions Ltd. is authorised and regulated by the Financial Conduct Authority
Registered office: Warden House, 37 Manor Road, Colchester, Essex, CO3 3LX
Company registered in England and Wales. Registered No. 8048391

Website by Footsteps Design

 

 

If you wish to register a complaint, please write to or telephone Arcaria Financial Solutions Limited, 14 Westlake Crescent, Wivenhoe, Colchester, CO7 9RZ.  Tel: 01206 823953

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.