You might be saving for something specific, making sure you have something put away for a ‘rainy day’ or taking a longer term view and looking for a way to supplement a pension during your retirement.

So whether it’s a wedding day, dream car or for your children’s future, making the right investment choice is key.


  • Whether you’re saving for something specific in the future and know how much you need to save.
  • An amount you can afford to invest.
  • The term of your investment i.e how long you want to invest for.
  • The access to your funds.
  • Will you want your investment to pay you a regular income?
  • And, maybe most important of all, what level of risk are you willing to take with your money?

Typically, investments should be seen as medium to long term commitments of, say, at least five years. The value of investments can fall as well as rise and you may not get back the amount you invest.


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Call Coffey Brooks today on - 01255 688 400

Our aim is to make your life easier
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How Effective Is Your Borrowing?

We Specialise In

  • Residential
  • Remortgage
  • Buy To Let
  • Commercial
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How Protected Are You?

We Specialise InProtecting

  • You
  • Your Family
  • Your Business
  • Your Possesions
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How Are You Going To Retire?

We Specialise In Retirement Planning

  • Building Your Fund
  • Options at Retirement
  • Drawdown
  • Annuities
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How Is Your Money Invested?

We Specialise In Investments

  • Risk Profiling
  • Asset Allocation Modelling
  • Bespoke Portfolios
  • Regular Reviews
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Our aim is to make your life easier

As Independent Financial Advisers (IFAs) we provide impartial, unrestricted advice that considers every option on the market, so we are free from bias and able to work in your best interests.

We are are directly authorised and regulated by the Financial Conduct Authority, and we provide advice most suited to your personal requirements. We aim to make all this easier for you.

Why Choose Us

  • We are Independent, we work for you

  • We have three office locations in North Essex for you to visit

  • We have been providing advice to our clients since 2002

  • We have a fabulous support team ready and willing to help you

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