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your death may be impossible if you were stuck in a pension scheme which doesn't offer the new freedoms, or with an outdated death benefit nomination.

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OK but ... page 26! The previous system was so simple it didn't need a huge manual. It seems to me that you have fa… https://t.co/8rJvYcVYhe(posted 32 days ago)

@CooperativeBank It simply isn't as useful as the previous version. I want to print out separate reports for paymen… https://t.co/ka3JfmYHlZ(posted 34 days ago)

@CooperativeBank The new online business banking system is dreadful. Not as useful as the previous version and terr… https://t.co/bop33NKqzX(posted 34 days ago)

@ambersc51 Not petty ar all. Good for you.(posted 38 days ago)

RT @ambersc51: Someone on Facebook called me a p**i and the n-word today so naturally I screenshotted the comments and sent them to his emp…(posted 38 days ago)

Well done Justin.Fantastic news and well deserved. https://t.co/Zma1JO64wO(posted 40 days ago)

The scammers are everywhere. It's ok to be paranoid about them! Be careful who you trust. Have a look at this Royal… https://t.co/AELfg9v2yZ(posted 45 days ago)

Chlorinated chicken? No thank you! I will never knowingly buy such muck. I wouldn't even feed it to my cat. https://t.co/KfioJmLQt9(posted 45 days ago)

I'm supporting @whichuk's campaign to #SaveFoodStandards - Please sign too!→ https://t.co/u5hiQsiTtQ via @whichuk(posted 46 days ago)

I registered for Virtual Tax Efficient Investing Workshop - Thursday 9 July 2020. Check it out here https://t.co/oQaKVLUcbq(posted 47 days ago)

Rusty is guarding the 6 month accounts! https://t.co/slQe6yBwxf(posted 48 days ago)

@ColchesterZoo Can't wait! Otters and Aardvarks here we come (well, soon anyway!)(posted 53 days ago)

RT @NHSMillion: We know that the government’s actions have made it seem like the rules no longer apply. So don’t follow the guidelines for…(posted 71 days ago)

@Lord_Sugar Spot on. Everyone is an expert these days.(posted 80 days ago)

Will the mullet be making a comeback? Hope not! https://t.co/M78BCl4tlc(posted 83 days ago)

It was wonderful to see it again. Hopefully it won't be too long before you are back in full swing. Love to all at… https://t.co/a7klCnJFSd(posted 87 days ago)

Happy VE Day! It does put Covid into perspective methinks. https://t.co/V98EggpGab(posted 88 days ago)

Many congratulations to the most amazingly funny and accomplished pair. A well deserved award and thank you for the… https://t.co/zV3TXPDzno(posted 93 days ago)

Why don't we celebrate St George? I think we should. https://t.co/axBjmYLbqW(posted 103 days ago)

Well done Corinna. What a fantastic effort. Typical Mercury. Xxx https://t.co/kkgw15OJNp(posted 103 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.