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

  • New ‘Pensioner Bonds’ ready for January launch

    Originally announced during The Chancellor’s Budget speech in March 2014, January 2015 will finally see the launch of the new so-called ‘pensioner bonds’. The rates for the bonds, announced only recently, will see them leading the bond marketplace, with the one-year bond offering 2.80% gross/AER and the three-year bond promising 4.00% gross/AER. The bond’s informal title comes from the fact ...

  • 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 ...

We are committed to ensuring that any services we recommend are right for you and that you receive the very best service.