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Gaudium Associates Limited profile image
G

Gaudium Associates Limited

Essex

Gaudium Associates Limited was established in 2010 by the merger of two long standing IFA practices. Our express aim was forming a multi-disciplinary practice in the new world of Financial Advice with the client firmly at the center of our universe. We strongly believe that clients' deserve advice from Specialist Advisers, so all our clients' receive advice from one or more Specialist from our team of advisers rather than just one "Jack of all Trades" adviser, depending on the area of need. Our advice process is holistic, underpinned by an ethical approach in all matters. Our service begins with a meeting to conduct a detailed assessment of the clients' current situation, incorporating a defined Risk Assessment for each advice area. We then discuss their short and long-term objectives, as each client has unique requirements our recommendations are tailored accordingly. After agreement, the next step is to implement our advice and monitor the results periodically on an agreed basis. Plans are amended as circumstances alter and as appropriate, this way we aim to maintain the clients' objectives whilst cementing long term relationships with our clients.

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What inspired you to start your own business?

Gaudium Associates Ltd. was established by the merger of two long standing IFA practices in 2010. Our express aim was forming a multi-disciplinary practice in the new world of Financial Advice with the client firmly at the center of our universe. We strongly believe that clients' deserve advice from Specialist Advisers, so all our clients' receive advice from one or more Specialist from our team of advisers rather than just one "Jack of all Trades" adviser, depending on the area of need. Our advice process is holistic, underpinned by an ethical approach in all matters.

Why should our clients choose you?

"Why have one adviser, when you can have a team"

Life can be viewed as a series of stepping stones; we offer "cradle to grave" holistic advice, helping our clients' at whatever juncture in life they are at to provide solutions for any financial obstacle.

Can you provide your services online or remotely? If so, please add details.

We are able to offer remote meeting via Zoom & Microsoft Teams, clients will have access to our Client Portal.

What changes have you made to keep your customers safe from Covid-19?

IN-LINE WITH GOVERNMENT GUIDELINES; WE ARE CURRENTLY NOT CONDUCTING FACE TO FACE MEETINGS, INSTEAD WE ARE OFFERING CLIENTS THE OPTION OF EITHER A TELEPHONE OR VIDEO CALL COMBINDED WITH ACCESS TO OUR CLIENT PORTAL.

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Reviews

4.98/5.00

based on 764 reviews

The average rating for Bark Mortgage Advisors in Southend is 4.98, based on 764 reviews.

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