Financial Services

Charles David Casson Financial Services and our partners have extensive experience in the Financial Services industry offering advice across a wide range of financial products such as Mortgages, Pensions, Annuities, Investments, Protection and General Insurance.

We specialise in listening to and understanding our client’s circumstances. Regardless of individual lifestyles or monetary status, we aim to achieve the financial goals of both private and corporate clients.


There are many products on the market available through various lending institutions. When you choose a mortgage it is important that you’re confident the decision is based on all your personal and financial circumstances. In addition, you have the best interest rates and associated costs on offer from the comprehensive range of mortgages we have access to. Our mortgage specialists hold accredited industry qualifications and have many years experience in the industry. Whether you’re a first time buyer, home mover, property developer, property investor, buy to let landlord or looking to change mortgage lenders, we will find the most suitable mortgage lender and competitive product available to you.

If you would like to discuss whether you can obtain a mortgage or would like to review the options and interest rates available, please complete the enquiry form or contact our office on 01245 835859. One of our professional consultants will be happy to deal with your enquiry or arrange a mortgage appointment at your convenience.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Life Insurance and Protection Products

Nobody likes to pay for insurance but can you really afford to take the risk? Regardless of your wealth, insurance is a necessity to protect yourself, your family or your estate.

At Charles David Casson financial services in Chelmsford we recognise that every client has entirely different circumstances. Therefore, our process starts with gaining a clear understanding of each client’s background. We then gather the factual information necessary to put their needs in the context of their current financial situation.

After a thorough analysis that is both quantitative and qualitative, we then custom-design solutions for each client. This will ensure that they and/or their dependants can stay on track and accomplish the things they aim to achieve, despite the obstacles put in their path.

Whether it’s Life Insurance, Critical Illness cover, Income protection, Accident protection or general insurance our advisors have a solution for you. Contact us for more information.
Charles David Casson Financial Services are provided by Downton & Ali Associates who are part of the Openwork Network and are authorised and regulated by the financial conduct authority.

Office Opening Times

Monday: 9am – 6pm

Tuesday: 9am – 6pm

Wednesday: 9am –6pm

Thursday: 9am – 6pm

Friday: 9am – 6pm

Saturday: 9am – 4pm

Sunday: Closed

Charles David Casson Estate & Letting Agents Imperial House, Cottage Place, Victoria Road Chelmsford, Essex, CM1 1NY United Kingdom
01245 835859

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