Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than...

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Protection

You can protect yourself and your family financially by making money available, should something unexpected happen...

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Welcome to St Edmundsbury Wealth Management, Financial Advisers in Bury St Edmunds, Suffolk

Due to the COVID-19 pandemic we are working as per the Government guidelines until such time as they announce a relaxation of the lockdown. We are still fully operational in these challenging times and available for online meetings and video conference calls. You can also use the relevant contact mechanisms via our website to get in touch and one of the team will respond accordingly.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01284 703803 or complete our short enquiry form and we'll be pleased to help you.

  • Having been with St Edmundsbury Wealth for a number of years, we have always found them to be very friendly, courteous and willing to help with any queries we may have. Also, we appreciate our twice yearly meetings when we run through our investments and discuss any changes. The overall opinion we have is they are very professional but in a relaxed way.

    S.Essam

  • Andrew, thank you so much for all your help and guidance over the past 10 months in all of my mothers affairs. There will be lots more thanks to come with future speedy genius, i have no doubt.

    S.W

  • I would just like to say thank YOU very much for your advice!  Paying and topping up into my pension saved me quite a bit. Why did I not listen to you for prior years???

    Emma

  • We have been clients of Andrew and Russell for many years and have watched this Company grow from strength to strength.

    Their USPs:-

    Provide a prompt friendly service

    Match the needs of the client with their extensive knowledge and experience of the finance industry which has meant that our retirement plans laid down all those years ago, have become achievable.

    They are diligent on how they conduct themselves and provide the best advice and judgement

    Recommend them definitely YES

    R & J Wilkins