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A refreshingly clear approach to your financial planning

Independent Financial Advice Services

We provide comprehensive independent financial advice to Private and Business clients and Trustees.

Our primary aim is to help you to live the life you want.

Our first meeting is without cost or obligation and is to help you to decide if you wish to engage Arcaria as your independent financial adviser. We will also discuss how we work and how we charge – and let you know our fees for the work there and then. We then follow the logical steps of our Advice Process  to complete the work – keeping you informed throughout.

There are 2 main ways that we can work together:

  1. Transactional advice. That means a ‘one-off’ independent financial advice service where we will address the areas that you have on your mind at that particular time. If you subsequently wish to contact us for further financial advice we would be delighted to help, either on the same transactional basis or you could opt for an on-going financial review service.
  2. Continuing support. Our Investment Review and Wealth Management Services provide continuing support for as long as you feel you need us and are designed to help you to achieve your financial aims and keep firm control of your finances as time goes on.

ARCARIA clients come from all walks of life. Some people are just starting out, some run their own businesses or have established careers, and others are enjoying the fruits of their labours in retirement.

The thing they all have in common is the desire to become organised and take better control of their financial lives.

Our approach is professional, but also relaxed. We enjoy working with our clients and our relationships are underpinned by our clarity and integrity – we do what we say we will, when we say we will.

Call us on 01206 823953 or This email address is being protected from spambots. You need JavaScript enabled to view it. to discuss how we might be able to help

Box 1 Services

You may wish to …

  • increase your overall wealth
  • invest for a particular future event
  • consolidate and protect what you have
  • make sure your money will last you out
  • think about how you can best pass on your wealth
  • contemplate long term care

or …

  • Protect your family and plan for their future (and yours!)
  • Start saving for retirement, or …

… you may be making the transition into retirement now.

  • Protect your business interests and make sure your family doesn’t lose out if they lose you.

Whatever the reason, your investments underpin all of your dreams and aspirations.

Time and Procrastination are your Greatest Enemies.

Box 2 Services

Our Financial Advice Services Include

  • Wealth Management
  • Estate Planning
  • Investments on-shore
  • Investments off-shore
  • Ethical Investments
  • Regular Savings
  • Pensions & Retirement Planning
  • Long Term Care Planning
  • Equity Release
  • Life Insurance
  • Critical Illness Insurance
  • Income Protection Insurance
  • Mortgages
  • Clear Understandable Advice
  • Professional and Friendly Service
  • Fair and Transparent

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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.