Independent Financial Services in Essex

We believe in personal service and are able to offer ongoing advice as your life and circumstances change.

We work closely with you and, where appropriate, your solicitor and accountant to review your options and opportunities, guiding you through the practical and tax implications of pensions, investments and other financial products.

We offer you expert advice on:

Financial Planners 

Unfortunately the unexpected can happen so it is always better to be prepared. French and Associates provide advice on everything from critical illness insurance to life assurance. We are based close to Southend-on-Sea and offer insurance advice to clients across Essex and London.

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 Financial Management 
When you work hard for your money you want it work hard for you.  French and Associates have an expert team of savings and investment advisors who work to make your short, and long term, savings as lucrative as possible. Working with investment clients in Essex and London, across a range of investment strategies, we would be happy to advise you too.

Whether you are a first time buyer, looking to move up the property ladder or remortgage, French and Associates can give you independent mortgage advice. Based in Hadleigh, Essex, we provide mortgage advice to buyers in and around Essex and London.

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 Pension Fund

We will all get older and we would like a comfortable lifestyle on retirement. So it is never too early to start planning for retirement. French and Associates have over 25 years experience in pension planning, and we advise on a full range of savings and investment options. Based in Hadleigh, Essex we manage pension portfolios for a range of clients across Essex and London.

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 Estate and Trust Planning

Knowing your loved ones will be cared for after your death brings peace of mind. French and Associates can help you pass on your assets more effectively, whatever the size of your estate. Working across Essex we are experts in succession planning and in minimising inheritance tax liabilities.

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Taxation is a confusing area for many people, so it always advisable to take expert advice to ensure you are liable for the correct amount. French and Associates advise in Inheritance Tax, Capital Gains Tax, Income Tax (we also advise on these issues in regards to Civil Partnerships) We are based in Essex, close to Southend-on-Sea, and our expert team are available to discuss taxation questions whether you live in Essex or further afield.

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Long Term Care 

Planning for long term care is now an essential part of financial planning as the average cost can be in the region of £27,000. French and Associates advise individuals, and their families, how to fund the cost of long term care. From our offices in Hadleigh, Essex (close to Southend-on-Sea) we can provide expert advice on long term care planning.

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To find out more about what we can do for you, please call 01702 558 828 or  contact us.