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your death may be impossible if you were stuck in a pension scheme which doesn't offer the new freedoms, or with an outdated death benefit nomination.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

@mercurytheatre @nickmcleanuk Great singing voice too.(posted 11 days ago)

RT @mercurytheatre: .@nickmcleanuk wowed our audiences as our wonderfully cheeky Buttons in Cinderella last year and we’re over the moon th…(posted 11 days ago)

RT @ColchesterZoo: The colours of Autumn are all around at Colchester Zoo!🍂🐯🧡 #Caturday #Autumn #Tigers https://t.co/v3j8jgsko0(posted 11 days ago)

RT @eastblockgroup: Planning to move soon? These Top Tips could help you navigate the latest #COVID19 restrictions #essex #lettings #lettin…(posted 11 days ago)

RT @Palomafaith: Did you see David Attenborough's documentary about extinction? ⁠Around 1 million species more are under threat. These 18 a…(posted 14 days ago)

@IFA_Dan @NewModelAdviser @TheFCA Full marks there! I regularly warn clients about scammers but they are very 'tricksy' .(posted 24 days ago)

RT @IFA_Dan: Just stopped a client transferring £150k into what he believed was a Prudential Product. Turns out it is a scam. Please ma…(posted 24 days ago)

RT @SoniaAdesara: We currently have 4 people with Covid in our ICU Intubated on ventilators fighting for their lives Cannot articulate ho…(posted 26 days ago)

RT @mercurytheatre: As part of the Theatre's Trust #SaveOurTheatres campaign, we are asking for your help to get the Mercury Theatre home -…(posted 33 days ago)

RT @ColchesterIT: Fantastic news for #colchester(posted 53 days ago)

@mercurytheatre Perfectly understandable, you will come back even stronger and better than before ... although bett… https://t.co/poB4dhRlLE(posted 79 days ago)

RT @oldsiegehouse: We are open all day Monday 31st August offering 3 course set meal with eat out to help out discount you pay £10 per pers…(posted 81 days ago)

Went to @Tesco today. Too many people not wearing masks and nothing done about it. Might not go there again.(posted 81 days ago)

Why does the @BBC insist on using the term 'epicentre'? When centre is the correct term. Epicentre relates to earth… https://t.co/Gk5cwCUyeI(posted 84 days ago)

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 120 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 121 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 122 days ago)

@ambersc51 Not petty ar all. Good for you.(posted 125 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 125 days ago)

Well done Justin.Fantastic news and well deserved. https://t.co/Zma1JO64wO(posted 127 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.