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your death may be impossible if you were stuck in a pension scheme which doesn't offer the new freedoms, or with an outdated death benefit nomination.

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Twitter Feed

@Elise_Christie - Not your fault Elise - everyone I know is rooting for you. Just get up and slay 'em on Saturday.(posted 11 days ago)

We wish all our clients ... and everyone everywhere, a very happy, prosperous and above all, peaceful New Year.(posted 54 days ago)

We are proud to support @CircusStarr again this year . What a fantastic organisation! Providing unforgettable exper… https://t.co/cqlDuhj3L0(posted 55 days ago)

RT @ColchesterZoo: Missed the chance to see our magical illuminations over Christmas? Until the 5th January they’re still available to see…(posted 56 days ago)

Just seen the panto at Colchester Mercury. A totally excelent must see. @mercurytheatre(posted 59 days ago)

@ColchesterZoo Saw him ... so cute. What a fantastic place Colchester Zoo is.(posted 62 days ago)

@qssupplies QS-1307115 - you are now telling me it will take 7 days until it shows in my account. If you refund to… https://t.co/ywzXZJ5ewt(posted 84 days ago)

NEVER use @qssupplies of Leicester. My experience is, no goods and no refund ... yet. Appalling service. Stay away.(posted 84 days ago)

Want an understandable summary of the budget? Download ours here https://t.co/XuMpq4QWF6 https://t.co/XYClFIAE8i(posted 93 days ago)

RT @ColchesterZoo: It’s #NationalPumpkinDay and our keepers have been busy making fantastic themed enrichment including sealion and penguin…(posted 119 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 122 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 124 days ago)

Just completed a CPD session on trusts with Utmost. It's important to keep up to date ... and we do!(posted 130 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 219 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 219 days ago)

Boost our economy - spend more! See our Weekly Market Commentary https://t.co/ajGrAncCnD https://t.co/2uIacSoO8T(posted 250 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 264 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 277 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 278 days ago)

Better still, get Footsteps to do it for you! Ours works brilliantly. https://t.co/y0qQv1eSUm(posted 284 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.