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.