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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, 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 our focus

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

RT @ColchesterZoo: It’s #NationalPumpkinDay and our keepers have been busy making fantastic themed enrichment including sealion and penguin…(posted 25 days ago)

@firstdirect Bank has written to me telling me that the FSCS protection limit is £75,000. The limit is actually £85,000!(posted 28 days ago)

Download our quarterly magazine here https://t.co/b84MZg6wfJ Its written in plain English and contains a lot of us… https://t.co/wH7idZARZm(posted 30 days ago)

Just completed a CPD session on trusts with Utmost. It's important to keep up to date ... and we do!(posted 36 days ago)

Download our Quarterly Magazine here https://t.co/p4MfClAOC1 It's full of information that can help you to a better… https://t.co/hH4gXfcNEB(posted 125 days ago)

Have you been caught by the recent increase in State Pension Age? Don't let the summer get in the way of reviewing your pension provision!(posted 125 days ago)

Boost our economy - spend more! See our Weekly Market Commentary https://t.co/ajGrAncCnD https://t.co/2uIacSoO8T(posted 156 days ago)

How dare Trump make such comments about Sadiq Khan. Trump clearly has no grasp of reality. If you can't say something positive just shut up!(posted 170 days ago)

#Manchester We studied in Manchester - such lovely people. Its heartbreaking to see what has happened to them. You are all in our thoughts.(posted 183 days ago)

Download our weekly market commentary here https://t.co/ajGrAnudMd Wannacry and Trump. How well those words go t… https://t.co/e29f9FM5LJ(posted 184 days ago)

Better still, get Footsteps to do it for you! Ours works brilliantly. https://t.co/y0qQv1eSUm(posted 190 days ago)

I’ve just sponsored Terrie using @vmgiving. You can support them too at https://t.co/8Wyp3VeOnL(posted 190 days ago)

Trump, Macron and May - download our weekly market commentary here https://t.co/ajGrAnudMd Three weeks to post elec… https://t.co/5rbrj0jo79(posted 191 days ago)

I've Just Purchased Acronis True Image and Now My Data is Protected! https://t.co/FK2pPHlJF2(posted 192 days ago)

Our little courtyard has been tidied up! 3 Cheers for Jacquie! (and the sun in Wivenhoe today) https://t.co/jmsk8FuvjT(posted 196 days ago)

We agree with @Equity_Council FSA abandoning a stand alone qualification is a good thing. Advisers should be properly qualified, as we are.(posted 196 days ago)

Our latest quarterly magazine is now available. Download it here https://t.co/vNv5jnXPdc It is crammed with easy to… https://t.co/WSYexo9hfG(posted 197 days ago)

download this weeks Market Commentary here https://t.co/ajGrAnudMd US Shale oil is still causing problems by depres… https://t.co/CSJBGC0JuZ(posted 198 days ago)

RT @NetworkingEvo: Fancy coming to join this lovely bunch of business owners for some networking tomorrow lunch time? Tweet for info. htt…(posted 204 days ago)

UK economy slows, Elections here and in France, Turkey slipping towards a dictatorship - see our weekly commentary… https://t.co/lyZJ1cErZf(posted 212 days ago)

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

CII Code of Ethics                                     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.