Welcome to Pocknells Wealth Management
Your New Partner in Independent Financial Advice
We’re proud to announce the official launch of Pocknells Wealth Management Ltd, an independent financial advisory firm based in Maldon, Essex. After months of planning, preparation, and purpose, we’re excited to open our doors and begin helping individuals, families, and businesses take control of their financial future with clarity, confidence, and care.
Why We Started
In today’s fast-changing financial landscape, many people feel overwhelmed or uncertain about how to plan for the future. Our mission is to cut through that complexity and provide clear, unbiased advice that puts your goals first. We believe in building lasting relationships, not just giving one-off recommendations. That’s why everything we do is centred around you, your life, your ambitions, and your financial wellbeing.
What We Offer
As a fully independent firm, we are not tied to any providers, which means you can trust our advice is always in your best interest. Our services include:
Retirement and pension planning
Investment advice and portfolio management
Tax-efficient financial strategies
Estate and inheritance planning
Protection and insurance
Mortgage advice
Employee financial wellbeing services for businesses
Whether you're planning for a major life event, preparing for retirement, or simply want to ensure you're on the right track, we’re here to help.
For Businesses Too
We’re also proud to work with some of the most forward-thinking businesses, offering financial education and wellbeing support to their teams. We believe that confident, financially literate employees make for stronger, more resilient organisations.
Looking Ahead
The launch of Pocknells Wealth Management Ltd marks the start of something exciting not just for us, but for the clients and companies we have the privilege to work with. We look forward to growing with you, supporting your financial journey, and making a meaningful difference to the way you plan, invest, and protect your future.
Thank you for being part of the journey.
James
Director & Founder
