Passing on wealth
Passing on wealth

Passing on wealth to the next generation

None of us want to see the wealth we have accumulated over our lifetime go to waste after we die.

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Are you ready for your retirement?

Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important.

Tax and estate Planning

Protect your family from the unexpected

Protect the things that are important : “Your family, your health and your lifestyle”

Professional Financial Advice, here in Hertfordshire

Herts & Essex Financial Services are a family run company, we have been looking after families and business owners since 1984.

Our goal is to provide outstanding levels of client satisfaction, and to thereby keep them for life.

We really endeavour to know and understand our local area and will continue to be small enough to care, yet large enough to deliver.

Email us at or give us a call on tel: 01462 458863.

Let us take care of your future

At Herts & Essex Financial Services we are experienced in guiding clients through the financial minefield. You, your business & your family’s financial security is our mission, now and in the future.

We can help you in preparing for any financial eventuality, steer you past the financial hurdles and make your journey through life that bit smoother.

We offer you a personal service and the benefit of expert independent advice in all areas of business and personal financial planning.

There are many aspects of financial planning to be considered when looking at protecting both You, your business & your family’s financial security. None of us know what the future holds, but that's where we can help.

Come and visit us

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