Essex Independent Financial Advisers celebrate 30 years

Essex Independent Financial Advisers celebrate 30 years

BIRKETT Long Independent Financial Advisers are celebrating their 30th anniversary this year.

Nicola Ward and Colin Hyoms joined Birkett Long in November 1989 to launch a full time Financial Services Department.

It was an innovative move to launch a separate financial services arm within a legal practice. The solicitors could see the synergy between legal and financial services in providing both services under one roof. This has been proven to be an excellent decision and, over the last 30 years, we have seen both the team and diversification of the team grow considerably.

Birkett Long Independent Financial Advisers offer their clients truly independent financial advice for both individuals and businesses, helping them plan for their future needs, protecting what is important to them and helping clients to achieve their financial goals.

Nicola Ward, Head of BL IFA and Colin Hyoms, Senior Financial Planning Manager, have been with the firm for the full 30 years, making the anniversary all the more significant.

Paul Chilver, an Associate and Financial Planning Manager, has been with the firm for 17 years after starting out as a Trainee. The team has grown to 13 members, six of whom are fully qualified. The firm operates a Trainee Financial Planner Programme with another team member due to qualify next year.

Nicola said: “We have seen considerable changes since Colin and I joined the law firm in 1989, for instance we started with just a desk, a filing cabinet and phone – no computer! How times have changed. However, fundamentally, the advice to our clients has not changed. We help our clients plan for their financial goals, helping generations of families including children and grandchildren. Some of our clients have been with us for 30 years. We look forward to working with our clients for the next 30 years and, whilst I will not be here in 30 years, we have built a solid foundation for the future of our business. Colin and I have enjoyed working for Birkett Long, helping our clients and seeing the team grow. We feel proud to be part of this firm.”

Birkett Long IFA has many loyal and longstanding clients who echo these sentiments, with a client commenting: “Thank you for 20 years of kindness and sound advice. Long may it continue” and another: “Thank you for all the expert help over many years but also, thank you for your support of local charities.”

Birkett Long IFA LLP is part of the wider Birkett Long group, meaning that clients have the advantage of their financial planning manager working together with their lawyer to achieve their financial goals, whether it be for an individual or as a business owner. This includes pensions and divorce, trusts and inheritance tax planning, shareholder agreements and keyperson insurance for a new business and long-term care/care planning.