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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.

From the very start, the advice we give you will be tailored to your financial needs and objectives, helping you to make informed decisions for your future.

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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.

87

qualifications

Our staff hold more than 87 relevant qualifications between them.

6

chartered staff

We have 6 members of staff who currently hold Individual Chartered Status, typically requiring them to pass 14 or more exams.

79

hours

On average, our staff undertake 79 hours of Continuing Professional Development a year. The industry standard is 35 hours.

80

%professionally qualified

80% of our staff are qualified under a professional body relevant to their role.

Blog.

investment market review and outlook
23rd

Jul 2018

Investment Market Review & Outlook | July 2018

The unwelcome volatility at the beginning of the year was succeeded by a period of good stock market progress, though pockets of uncertainty were evident at times. Investors warmed to the ideas that spooked them earlier in the year as inflation worries subsided and were replaced by fears of escalating ‘trade wars’, fuelled by the read more

29th

Jun 2018

Creating Tax-Efficient Savings and Investments | Client Scenario

To help you understand how you can manage your savings and investments in a tax efficient manner, we have put together a hypothetical case to walk you through it. Of course, everyone’s personal circumstances are different, so it’s best to talk to your adviser before making any changes. At the beginning of May 2018 we read more