We are independent financial advisers based in Southend on Sea and mainly provide a bespoke financial planning service to clients in the Essex and London region. We help clients understand and appreciate the important role that financial planning can play in their lives by showing them how to manage their financial resources effectively. Our objective is to assist you in identifying your priorities and create a lifetime financial plan which will solve your problems and meet with your future goals and expectations.
The creation and management of wealth is designed to give you financial security and look after your lifetime needs. We offer a full financial planning service which encompasses protecting wealth within families. Alternatively, you may engage us to review a specific area of concern, such as, improving your retirement, the provision of an investment strategy, planning for retirement or protecting yourself financially against ill health.
Strategic IFA Ltd is a company registered in England and Wales with the company number 5159938.
The creation and management of wealth is designed to give you financial security and look after your lifetime needs. We offer a full financial planning service which encompasses protecting wealth within families. Alternatively, you may engage us to review a specific area of concern, such as, improving your retirement, the provision of an investment strategy, planning for retirement or protecting yourself financially against ill health.
Strategic IFA Ltd is a company registered in England and Wales with the company number 5159938.
Services
Strategic 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.
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.
Our 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.
In today's uncertain World, it is more important than ever to plan your investments carefully.
Whatever your circumstances, there are investment plans to suit you.
We have specialist expertise in pension planning: We can advise you on establishing new provision and review your existing pension arrangements.
In today's uncertain World, it is more important than ever to plan your investments carefully.
Whatever your circumstances, there are investment plans to suit you.
We have specialist expertise in pension planning: We can advise you on establishing new provision and review your existing pension arrangements.
Our 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.
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.
If you believe we can assist you in any of the areas covered in this website, please get in touch - we will be more than happy to discuss things further.
Strategic IFA Ltd is a company registered in England and Wales with the company number 5159938.
This website is directed to UK residents only.
You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this website.
Strategic IFA Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Conduct Authority Register under reference number 413227.
Strategic IFA Ltd is a company registered in England and Wales with the company number 5159938.
This website is directed to UK residents only.
You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this website.
Strategic IFA Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Conduct Authority Register under reference number 413227.
Reviews
Be the first to review Strategic I F A.
Write a Review
