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A refreshingly clear approach to your financial planning

From here you may access your Secure Client Portal and also login to your Secure Elevate Account. We have also provided open access to our client agreements and our investment philosophy.

We intend to make this area even more useful to our clients as time goes by. If there is anything you feel you would like us to include or improvements we could make we would love to hear from you.

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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.

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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.

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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your death may be impossible if you were stuck in a pension scheme which doesn't offer the new freedoms, or with an outdated death benefit nomination.

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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)

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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)

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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)

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 © 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

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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.