Essex Financial Management Limited

aka EFM Insurance & Financial Group, Essex Financial Management Limited

Authorised FRN 149177 5.0 (132)

About

Here to help you Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when …

Source: essexfp.com

Contact & Location

Address

26 Hamlet Ct Rd, Westcliff-on-Sea, Southend-on-Sea, Westcliff-on-Sea SS0 7LX, UK

More advisers in Hertsmere

Phone: 01702 347734

Website: essexfp.com

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Opening Hours

Monday8:30 AM – 5:30 PM

Tuesday8:30 AM – 5:30 PM

Wednesday8:30 AM – 5:30 PM

Thursday8:30 AM – 5:30 PM

Friday8:30 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulated Services

Peer-to-Peer Investment Advice

Pension Transfer Advice

Pension Advice

Credit Broking

Mortgage Arrangement

Mortgage Advice

Investment Advice

Regulatory Information

FRN: 149177
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (18)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Providing Credit Information Services
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 02570025
Company Status: Active
Incorporation Date: 20 December 1990
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 70221

Team (9)

Kevin Marc Simmonds
ApprovedCertified
Kevin Terence Michael Honour
ApprovedCertified
Robert Anthony Rix
Certified
Geraint William Morris
Certified
Mark Lesile Felman
No longer required
Thomas Henry Harry Heffernan
ApprovedCertified
Graham Laurence Berg
No longer required
Christopher George Troughton
No longer required
Robert Byrne
No longer required

Google Reviews

5.0

132 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Radlett, East of England
24 years FCA-authorised
10 registered individuals
5 specialisms
18 FCA permissions
CH 02570025

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.