About Us
Introduction
AIC Financial is a small, specialised, firm of Financial Advisers who have been creating financial planning solutions for its clients since 2006. Our Head office is located in Earls Colne. We have close links with other professional advisers, Solicitors and Accountants.
Making the right decisions is essential for ensuring your long term future – the most crucial of those decisions may well be from whom you seek advice. The choice of a Financial Adviser who can provide clear and professional guidance is an important first step.
We thoroughly review a client’s situation or corporate financial plans and ensure that their needs are identified and affairs arranged in the most efficient manner. To research the best possible products or services that most suit a client’s requirements. We will provide an ongoing service with updates, reviews and information.
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100% of our clients would recommend us to a friend!
Based on client survey data below
Our Client Service Proposition
We offer a wide range of specialist services, including advice on investment, retirement, borrowing, protection and Inheritance Tax planning, including all types of pension schemes and employee benefits. Our focus is on both capital enhancement and capital protection.
We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers that work together to achieve this.
View our Terms of Business for more details. TOB Financial Planning V8.0 July 2019
Client Feedback
We fix your financial ‘jigsaw’
You may find like many others, whether in your private life or business affairs you seldom have time to examine your financial position in depth. Making the most of your money requires an understanding of finance, law, and taxation together with a detailed knowledge of how financial products work.
You may have several advisers who you consult on fragmented areas of your financial planning, like a jigsaw the more pieces you have the more difficult it is to see where you are. Our job is to piece together your financial jigsaw with the aid of a complete range of services.