Company:
Strategic IFA Ltd
Address:
Southend on Sea,
14a Nelson Street,
SS1 1EF,
Southend on Sea Telephone:
01702 33 55 11
Fax:
01702 681 681
Email:
Website:
Qualifications:
CFPCM &
Chartered Financial Planner
Specialisms:
Comprehensive Financial Planning
Divorce
Investment Planning
Retirement Planning
Ideal clients:
Business owners and high earners wanting to make the most of their life
Typical clients and charges:
Income of £200,000 plus and/or liquid assets of £700,000 plus.
from 0.50% to 1.00% p.a. of assets advised upon, minimum charge £10,700 per annum
General background information:
Our Wealth Management Service ensures you and your vision are at the centre, our focus is on what goals you have and how we can help you to achieve them.
Regions served:
Essex