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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, Insurances and Mortgages 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

""We offer an initial discussion meeting at our expense and with no obligation at all. We will explain who we are and how our independent financial advice services work. We will then focus on your goals and priorities and explore how we might be able to help you. There is no clock ticking in the background at any of our meetings. You will have all the time you need to ask questions so that you can decide what is right for you.

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 a free introductory meeting

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

Boost our economy - spend more! See our Weekly Market Commentary https://t.co/ajGrAncCnD https://t.co/2uIacSoO8T(posted 4 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 18 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 31 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 32 days ago)

Better still, get Footsteps to do it for you! Ours works brilliantly. https://t.co/y0qQv1eSUm(posted 38 days ago)

I’ve just sponsored Terrie using @vmgiving. You can support them too at https://t.co/8Wyp3VeOnL(posted 38 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 39 days ago)

I've Just Purchased Acronis True Image and Now My Data is Protected! https://t.co/FK2pPHlJF2(posted 40 days ago)

Our little courtyard has been tidied up! 3 Cheers for Jacquie! (and the sun in Wivenhoe today) https://t.co/jmsk8FuvjT(posted 44 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 44 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 45 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 46 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 52 days ago)

UK economy slows, Elections here and in France, Turkey slipping towards a dictatorship - see our weekly commentary… https://t.co/lyZJ1cErZf(posted 60 days ago)

Equity release figures show record growth so far this year. It is important to get this right first time - we will make sure you do.(posted 60 days ago)

See this weeks market commentary at https://t.co/ajGrAnudMd - Trump is in the news again (just for a change) and th… https://t.co/fjEjg9b0IU(posted 74 days ago)

Download our weekly market commentary https://t.co/ajGrAnudMd Once again Trump is good entertainment value. Climate change is a war on coal?(posted 81 days ago)

Consumer confidence and spending is still rising - terrorists will never defeat us. See our weekly commentary on… https://t.co/lMwH4FpGdK(posted 88 days ago)

Download our weekly market commentary here https://t.co/ajGrAnudMd Us interest rates are up - when will ours follow? https://t.co/nvRWov6Jq6(posted 95 days ago)

Download our easy to read Budget Summary here ... https://t.co/j48Kvwtf0O, we hope you find it useful. https://t.co/iuf9bOYQMx(posted 105 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.