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your death may be impossible if you were stuck in a pension scheme which doesn't offer the new freedoms, or with an outdated death benefit nomination.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

@ColchesterZoo No thanks ... just happy to support a fantastic zoo. X(posted 206 days ago)

And we remain proud to support such a wonderful theatre! https://t.co/oTq5WBoXGt(posted 231 days ago)

Rusty enjoying a pre-Chritmas nap on the piano! https://t.co/KQTV84ArR4(posted 234 days ago)

I think that was great thing to do. I just don't understand the negative comments. https://t.co/Wn3EAvF0ST(posted 242 days ago)

@Scenic86 @mercurytheatre @CulverSquare Looks amazing. When can I move in?(posted 257 days ago)

@WivenhoeForum A photo I took on a lockdown walk in Wivenhoe. Definitely worth going out for! https://t.co/XpEMomWTws(posted 263 days ago)

RT @ColchesterZoo: We need your help like never before. The pandemic has had a huge impact on zoos, safari parks and aquariums. It threaten…(posted 264 days ago)

RT @mercurytheatre: 🌟 Re-live the magic of our award-winning pantomime Cinderella at home this Christmas. 🌟 Cinderella is the perfect festi…(posted 269 days ago)

@mercurytheatre @nickmcleanuk Great singing voice too.(posted 289 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 289 days ago)

RT @ColchesterZoo: The colours of Autumn are all around at Colchester Zoo!🍂🐯🧡 #Caturday #Autumn #Tigers https://t.co/v3j8jgsko0(posted 289 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 292 days ago)

@IFA_Dan @NewModelAdviser @TheFCA Full marks there! I regularly warn clients about scammers but they are very 'tricksy' .(posted 302 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 302 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 305 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 311 days ago)

RT @ColchesterIT: Fantastic news for #colchester(posted 331 days ago)

@mercurytheatre Perfectly understandable, you will come back even stronger and better than before ... although bett… https://t.co/poB4dhRlLE(posted 357 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 359 days ago)

Went to @Tesco today. Too many people not wearing masks and nothing done about it. Might not go there again.(posted 359 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.