Southgate Financial Services Ltd - Investment Advice - Southend-on-sea (UK)

 

Nearby

	Southend Central - 0.1 mi.
	London Stansted Airport - 39.4 mi.
	Gleneagles Hotel - 0.2 mi.
	Essex County Hotel - 3.1 mi.

Also See

Financial Advisers
Financial Planners
Investment Advice
Personal Finance
Southend on Sea Financial Advisers
East Anglia > Essex > Southend-On-Sea


Last Updated : 25 Oct 2012

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Southgate Financial Services Ltd Independence House, 14a Nelson Street SOUTHEND-ON-SEA SS1 1EF Telephone  /  Send Email Mon - Fri : 9:00-5:00 Sat - Sun : Closed www.ifa.cc

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Formed in 1997, Southgate Financial Services Ltd has many years experience in the financial services line of work, with the focus on providing independent investment and financial planning services to clients throughout the region. The company is located in Southend-on-Sea.

Investment advice represents a major part of the business. This process starts at a meeting to discuss a client’s current financial position and investment requirements. This is usually done at Southgate Financial's offices but can be arranged at the client’s home if travel or accessibility is a problem.

Enabling clients to consider options for their future, the company supplies individuals with a professional financial plan. With powerful financial planning software and friendly staff, the service is intended to help clients determine and realize their plans.

The investment and financial planning services are primarily provided by David Tickett, the managing director, supported by a trained team of administrators. David has many years experience of both institutional and private client fund management in various countries before qualifying to give independent financial advice in 1992. He studied investment analysis and management in Sydney and Tokyo before completing the Investment Management Programme with the London Business School in 1987. David was awarded a Certified Financial Planner licence in 2004 and this is renewed annually.

Key Services

Memberships and Associations

	Federation of Small Businesses
	Securities & Investment Institute
	Institute of Financial Planning
	Personal Finance Society