Essentially Financial Ltd

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

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

We offer a comprehensive financial planning service, which breaks down as follows:-

- Retirement Planning

When do you want to retire & how much income will you need?

- Evaluating Your Protection Needs

How much would your family need to maintain their current lifestyle if you were no longer around?

- Income Protection

What regular income or a cash sum would you require if you suffered a serious illness or disability?

- Making Your Capital Work For You

Making best use of your capital & investments