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Your Independent Financial Adviser

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Cambridge Office

01954 233650

Bury St Edmunds Office

01284 722600

Chelmsford Office

01245 290702

Financial Services

focused on you.

The advice we give you will be tailored to your financial needs and objectives, helping you to make informed decisions for your future. Our focus on clients helped us to be ranked number 13 in the Top 100 Financial Advisers in FTAdviser Magazine from the Financial Times in 2018.

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    Our team of friendly advisers are here to enable you to make informed choices about your financial future. Whether it is making the most of tax-free allowances, building a retirement plan that enables you to achieve the lifestyle you want, or mitigating your Inheritance Tax liability to enable you to leave as much as possible to your loved ones, your financial adviser will put together recommendations tailored to you.

  • Wealth Management
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    To give you a comprehensive service, we pair our financial planning with bespoke investment advice, helping you to grow your assets in a tax-efficient way. We offer investments on an advisory or discretionary basis, giving you a flexible solution.

  • Our Team
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    Our team of highly qualified and professional staff are always here to help and provide you with the best possible service. They participate in a comprehensive and ongoing Professional Development Programme to ensure they have the most up-to-date knowledge and skills to help you.

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    We are Chartered Financial Planners, an independent status that confirms our commitment to providing you with the highest quality of advice, standards, and customer service. As well as holding corporate status for the firm, other members of our team have achieved the individual Chartered Financial Planner status, with two advisers also gaining Fellowship, the highest award available from the CII.

  • Blog
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    From articles to help you prepare for the end of the tax year to the latest updates on our staff fundraising activities, our blog is where we share our most recent news and insights.

Financial and investment advice tailored to you.

Trusted, independent advice since 1990.

We believe that your financial adviser should explain your options in a way that you can understand. Our aim is to educate and empower you so that you can be confident you’re making the right choices about your financial future.

As Chartered Financial Planners, we have committed to a high level of ethical and professional standards, and we develop our staff to give them the best knowledge possible to serve you. We provide exceptional customer service, professional advice tailor-made for your personal circumstances, and long-term relationships that benefit you.

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Our experience in numbers.

We know that the quality of the advice you receive is dependent on the knowledge and skills of our staff.
To ensure that you always get the best possible service, we provide our staff with a comprehensive Professional Development Programme.

104

qualifications

Our staff hold more than 104 relevant qualifications between them.

7

chartered staff

We have 7 members of staff who currently hold Individual Chartered Status, typically requiring them to pass 14 or more exams.

86

hours

On average, our staff undertake 86 hours of Continuing Professional Development a year. The industry standard is 35 hours.

88

%professionally qualified

88% of our staff are qualified under a professional body relevant to their role.

Blog.

13th

Nov 2020

How to boost your mood as the nights draw in

The nights are drawing in and it can affect our mood. If you’re suffering from the winter blues, there are some things you can do to improve your outlook. Seasonal Affective Disorder (SAD), sometimes known as winter depression, is a type of depression that comes and goes with a seasonal pattern. It’s usually linked to read more

12th

Nov 2020

The best National Trust gardens for a winter walk

The days are getting darker and chillier and you may have plans to stay inside where it’s cosy. But getting out and about can boost your mood, plus frost and beautiful winter-flowering plants mean a walk can be magical this time of year. The National Trust boasts some stunning gardens that are just as beautiful read more