Call on 020 3137 5398 or email via admin@essentiallyfinancial.co.uk

Les_Client_Cropped.jpg

Planning for life

When taking a journey, we plot our route and work out how we’re going to get from A to B.  Not just knowing where B is, but having clarity in when we want to reach our destination.  What we can’t know is when and where we’re going to hit the congestion and more importantly how we’re going to navigate around it, indeed if at all.

That’s precisely what financial planning is.  Establishing that route from A to B and knowing what we’re going to do when something presents itself to throw us off course.

Life is for living and to us, that's what counts.

We offer a comprehensive service and understand what you want to achieve by focusing on:-

  • Securing Your Retirement
    When you want to stop working and how much income you will need
  • Making Your Capital Work For You
    Whether you're making the best use of your investments and savings
  • Preserving Your Estate
    Who you want to protect and why
  • Ensuring You And Your Family Are Protected
    If you were no longer around or suffered a serious illness/disability

Call us for a no obligation chat and download our Terms of Business which explains how we work.

Supporters of the Henry Surtees Foundation.

UK News

The daughter of an ex-Russian spy poisoned in Salisbury tells Reuters she is taking "one day at a time".
The Labour leader will make a speech in Belfast later saying he will not tolerate a hard border.
The 19-year-old was arrested in Bishop's Stortford, Hertfordshire, on Wednesday evening.
The Met used force 62,000 times with more than a third of incidents involving black people.
Jealous Berlinah Wallace wanted to "burn, disfigure and disable" her ex-partner Mark van Dongen.