Here at Essex Financial Services Ltd we manage clients’ wealth within parameters agreed with the clients themselves. In this way we can ensure that their hard-earned money accrued throughout the years is not only maintained but grows to provide them with a range of options suitable for their particular circumstances.

We monitor the investments, meet regularly with our clients and advise them of possible alterations as frequently as they require at these ‘review’ meetings. We ensure that each client is happy with the risks involved and can often provide guaranteed investments where necessary. We seek to appraise clients of new products that we think may be suitable for their particular circumstances and rebalance their portfolios to ensure we stay true to the client’s investment philosophy. In this way we provide a full, holistic approach to financial planning with our clients full knowledge and agreement and can adapt this approach to manage any amount from £10,000 to several million pounds. Please note that rebalancing is only carried out with the client's prior agreement

We manage clients’ money to provide growth, income or often a mixture of both. Our methods apply equally well to all types of investment including Lump Sums, Pension Funds, Regular Savings, ISAs, Peps, Unit Trusts and so on. Moreover, by ensuring the client has full information and a major input to the construction of the investment portfolio we can ensure there are no unforeseen surprises that upset the overall strategy. The care we take in blending asset classes across different investment vehicles and tax regimes, coupled with regular reviews means clients can relax secure in the knowledge that they know exactly where their investments stand at a moments notice.