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Wherever you are on your financial journey we are here to help

Ocean Pier

Saving

Creating and expanding your wealth, we build up a clear picture of where you want to be in the short, medium and long term, and use appropriate solutions to help you build your savings. 

 

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Protecting

Preserving your wealth and financial security against known risks such as taxes and inflation, but also unforeseen events, such as serious illness or early death. With our support and advice, we help to protect you and your family’s standard of living whatever life may throw at you, and ultimately preserve the value of your estate for the benefit of your family.

Spending

Whether that be through travel and holidays, hobbies and pastimes, or supporting your family maybe with education or buying their 1st home. Benefiting from your wealth is a primary driver, for us it is ensuring your money works as hard for you as it can, so that you get to enjoy your hard-earned wealth.

Giving away

Distributing your wealth through gifting or careful estate planning, you can make sure your assets are appropriately and tax-efficiently distributed to your family, either during your lifetime or after your death ensuring that your wishes are met from your estate.

Your financial future
with the Navigator Plan

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Contact us

Nore Breeze House  60 Gunners Rise, Southend-on-Sea  SS3 9BY

office@h2ofinancial.co.uk

01702 600 713

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Registered in England. Registered Number: 04397065 h2o financial is a trading style of h2o Financial Services Ltd. which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

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