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5 Coeur de Lion,
Independent financial advisers in Colchester, Essex. Advice on pensions, mortgages, investments, protection and inheritance tax planning.
Trade Bodies / AssociationsRegulated by the Financial Services Authority (www.fsa.gov.uk).
Member of IFA Promotion (www.unbiased.co.uk).
Service based advice - clients can select from 4 options.
Financial Planning - advice based on sound financial principles, not products.
We also offer transactional advice, management of your accounts and portfolio management.
Payment by fee, commission or by fee offset.