BUSINESS OWNERS

Do you want financial
freedom?

We can show you how to
extract money from your
business in the most tax
efficient way.

Find Out More >

OVER 50?

Isn’t it time you seriously
started to plan for your
retirement?

Well here’s your chance to,
by having your own…
Retirement Options Map™

Find Out More >

ARE YOU RETIRED?

Are your investments getting
the return you need?

How about a FREE initial review
to find out if you could be
Getting More™ For Your
Money.

Find Out More >

Call us today on
01359 257245

Independent Financial Advisers based near Bury St Edmunds, Suffolk specialising in helping clients achieve the life they want to live!

Suffolk’s Independent Financial Advisers. We specialise in providing independent financial planning advice and services to:

BUSINESS OWNERS

Financial Freedom Logo

We turn business owner’s profits into their personal financial freedom…

Our IFA service to Suffolk and Norfolk residents offers independent financial planning and wealth management advice designed specifically for business owners. We’ll discuss your financial goals, available funds and provide you with a bespoke Financial Freedom Map, detailing a year by year guide to reaching your goals.

We’ll also show you how to extract money from your business in the most tax efficient way.

50 PLUS

Retirement Options Logo

We help people plan for their retirement…

We provide pre-retirement pension and investment advice to people living in Suffolk and Norfolk as well as helping those from neighbouring counties plan their retirement. We’ll discuss your financial goals and available funds before establishing when you will be financially ready to retire with the right level of income for your preferred way of life.

We’ll also show you how to use your wealth in the most tax efficient way.

RETIRED

Getting More Logo

We help people enjoy their retirement with peace of mind and money that works…

Our IFA service simplifies the post-retirement review process, meaning you can retire safe in the knowledge that your money will work for you. We’ll discuss your available funds and their current returns before providing you with sound advice with regards to Getting MoreTM, focusing on tax efficient routes and ongoing reviews..

News

  • Tax efficient saving with an ISA or pension

    Many of our clients will be aware of the tax advantages that can come from using an ISA or a pension to save for your future. If you are not currently a client however, or are unfamiliar with the tax benefits available, then it is worth briefly recapping just what you could be missing out on! Both pensions and ISAs ...

  • One in three of us plan to use the markets in retirement

    New research from MGM Advantage, the retirement income specialist, suggests that UK adults are planning to use equity investments to help them outstrip inflation and manage the rising cost of living. Over half (53%) of UK adults rate the rising cost of living as their number one fear for retirement, and almost a third (32%) of pre-retirees surveyed, say they ...

  • Important pension notice: 55% ‘death tax’ abolished

    Ahead of the major pension changes already announced for April 2015, the Chancellor, George Osborne, announced another shift in pension policy that could have a big impact on many savers and their financial planning requirements. Speaking at the Conservative Party’s Annual Conference, Mr Osborne announced the abolition of a so-called ‘death tax’, which can see any pension remaining on death ...

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