Delivering jargon free, unbiased solutions to individuals, businesses and trustees across the UK

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We search the whole market to find the mortgage that’s right for you.

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We help you choose the right financial investments to meet your goals.

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We can help you find suitable insurance cover, at a competitive premium.

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We help you plan for the standard of living you want, after you stop work.

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FOUNDED IN 1946, WE ARE A FRIENDLY, FAMILY RUN FIRM OF INSURANCE BROKERS AND INDEPENDENT FINANCIAL ADVISERS IN HORNCHURCH, ESSEX. WE WORK WITH INDIVIDUALS, BUSINESSES AND TRUSTEES ACROSS THE UK, TO HELP THEM BUILD, MANAGE AND PROTECT THEIR FINANCIAL AFFAIRS.

OUR AIM IS TO GROW OUR BUSINESS BY TREATING OUR CUSTOMERS IN SUCH A WAY THAT WE RETAIN THEIR BUSINESS AND THEY ARE HAPPY TO RECOMMEND US TO OTHERS. OUR SERVICES INCLUDE:

RETIREMENT PLANNING

Our Financial Advisers help you plan for the standard of living you want, after you stop work.

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MORTGAGES

Searching for a mortgage can be a daunting experience. We search the whole market helping you find the one that’s right for you.

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INVESTMENTS

Are your savings working as hard as you are? Let us help you choose the right investments to meet your goals.

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INSURANCE

The unexpected can happen. We help you find suitable insurance cover, at a competitive premium.

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LIFE ASSURANCE

We will help you to protect your loved ones, lifestyle or business, within your chosen budget.

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FIND OUT HOW WE CAN HELP YOU?

For unbiased financial advice & guidance, call us on 01708 471828 or get in touch

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“

Walford & Phelps are professional and friendly, and they listen to our requirements regarding our investments. We feel that they always put our interests to the fore.

Mary & HywelSouth Glamorgan
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Walford & Phelps have provided us with informed and significant advice for over 12 years. They are reassuring, efficient and understanding. This has enabled us to make important decisions with confidence.

Mike & JackieKent
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Walford & Phelps have always provided proactive and prudent advice. I have total trust in their capabilities. The team at Walford & Phelps continue to deliver exemplary service in looking after my future.

SimonHertfordshire
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Walford & Phelps have been dealing with our financial investments for the past twenty years and we have found them to be fair, honest, and always available if we wish to discuss any aspect of our affairs.

Keith & MargaretSomerset
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Walford & Phelps provide relevant, insightful and friendly advice for our company, our employees and our owner directors. They are proactive and keep in touch regularly to ensure our risks are covered and financial plans are on target.

DavidManaging Director, London