Strategic IFA
Financial Services in Southend-on-Sea, Essex
We're a tiny family company of Independent Financial Advisers located in Southend on Sea providing a huge array of bespoke solutions to our customers. We aid customers understand and appreciate the important role that financial planning can play in their lives by allowing them to manage their financial resources effectively. Our goal is to help you in identifying your priorities and create a financial plan which will solve your problems and meet with your future aims expectations. The creation and management of wealth is tailored to make you financially secure and make sure that you never run out of money.
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About Us
read moreStrategic is a family firm of Independent Financial Advisors based in Southend on Sea offering a full financial planning service. New clients also form an important part of our business and we are pleased that the majority of referrals have come from our existing clients, Accountants and Solicitors. Our individual specialisms mean we are able to combine our knowledge to provide a truly holistic financial planning service. We are fully experienced in all aspects of financial planning and place our clients needs at the heart of our processes.
Independent Financial Advice
read moreOur comprehensive planning service encapsulates your full financial arrangements and aims to assist you with the decision process involved with achieving your lifetime financial and personal objectives. Financial protection is essential if you wish to minimise the impact of unforeseen health issues or the effect premature death could have on your survivors' or dependents' lifestyles. If you find yourself concerned about issues such as global warming, the arms trade, tobacco, social justice, animal testing, fairly traded products, then you may be interested to learn more about Ethical/Socially Responsible investment options.
Independent Financial Advisers
read moreOur initial exploratory meeting allows us to collect information from you regarding your existing policies and get to know what you really want from life. Together we can build up a picture of your current financial situation and compare it to your future goals and objectives. As financial planning professionals, our knowledge in assessing your needs will guide you through the maze of options and set a lifetime financial plan in progress. Reviewing the data allows us to investigate and evaluate your current plans fully.
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