Say hello to financial confidence, clarity and control

Invest in your peace of mind

We hope to offer you peace of mind from the worries of unexpected costs, reacting to market ups and downs and tax planning by providing a personal, professional service. We place our experience, expertise and good name at your disposal to help you plan for your financial future.

Your interests are at the heart of everything we do. We accompany you every step of the way on your journey towards greater financial security. We listen to your needs and to your own attitude towards investment so that we can help you create and execute a strategy tailored to meet your objectives within your preferred levels of risk.

Together we can make your money work harder for you, in the most tax efficient way.

Our philosophy

Peace of mind

Financial products and regulation is far too complex – it shouldn’t be.

Our purpose is simple; it is to give you complete peace of mind that your investments are as secure as possible while working hard for your benefit. We do this by holding fast to our three guiding principles:

Ethical treatment

Our principal incentive is to give you advice that protects your interests – that’s all. Our independent financial advisers are accredited by the UK’s financial services regulator.

Expertise

Expect a professional, independent, value-based service from highly qualified experts. All of our advisers are up to date with legislation and financial product markets.

Experience

We have been servicing clients from Needham Market for over 19 years. Owner Directors Stephen Bloomfield and Andrew Bullingham, and the rest of the advice team, bring together more than 150 years of experience in financial services.

What our customers say

“

We felt that our adviser had researched the options thoroughly and he gave us a substantial amount of time to discuss everything. We were also impressed by the ‘follow through’ on the day getting things initialised without delay.

Mr and Mrs HFramlingham
“

Service and advice is first class. We cannot imagine what would have happened if we had been looking after all this financial complexity ourselves.

Mrs LColchester
“

My adviser conducted his meeting with me, in a professional manner, explaining everything as he went, giving me the opportunity to ask questions if needed, I was very pleased with everything he has done for me.

Mr WIpswich
“

We felt that our adviser had researched the options thoroughly and he gave us a substantial amount of time to discuss everything. We were also impressed by the ‘follow through’ on the day getting things initialised without delay.

Mr and Mrs HFramlingham
“

I am pleased to say that I have been very pleased with the advice and information I have received from you. You returned my calls so promptly. I felt that if I was unsure about anything I could be completely at ease contacting you, at any time.

Mrs C LWoodbridge
“

Service and advice is first class. We cannot imagine what would have happened if we had been looking after all this financial complexity ourselves.

Mrs MColchester
“

The comprehensive information given by my adviser in such a pleasant and relaxed manner made it easier to make the final decisions. Receiving such detailed paperwork after each meeting was also especially helpful.

Mrs J-PBury St Edmunds