Independent Financial Adviser
Colchester
I am a dedicated IFA, that is whole of market and unbiased, with over 34 years experience, based in Tendring, Essex and I specialise in:
- Pensions (Workplace Pensions / SIPP / SSAS / PPP / SHP / RAC / Income Drawdown)
- Investments (ISA / OEIC / DFM/ Bonds)
- Tax (Business / Corporate / Personal / IHT mitigation)
- Protection (Director Share Protection / Death in Service / Keyman / Income / Liabilities)
I put my customer at the heart of everything I do, obtaining the very best solutions for them and going the extra mile to get things done. I focus on the needs of my Business, Commercial and Personal customers on an on-going relationship basis. Putting Integrity, Honesty and Respect at the top of my advice menu I seek to put together a robust financial plan that my clients understand with regular reviews and updates.
I provide truly Independent Financial Advice for Retirement Planning, Wealth Management, Protection, Tax Planning, Workplace Pensions, Legal and Investment solutions to Business, Commercial, and Personal clients with the emphasis on exceptional customer service and bespoke advice. Ian Jessop IFA, with the support of Abacus Associates, is one of the busiest IFA practices in Essex and is the most popular IFA for Pension/Investment/Taxation advice in the Tendring and Colchester area.
I specialise in the following advice services:
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Equity Release
Equity release is a way for homeowners over the age of 55 to release value from their home in the form of cash without having to sell or move.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Mortgage Planning
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Contact Ian Jessop, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.