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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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

From 6th April 2021, we will be offering face to face meetings at our Flempton offices. In addition, we will continue to offer meetings to clients by Zoom, Microsoft Teams, Facetime and of course, by Telephone.

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.

  • Hi Andrew,
    I dont know how you guys have managed it, but fund values are on their way back to relative normality!  Well done to all concerned!!
    Hope you and your family are keeping well.

    Kind regards,
    P. Dixon

    P. Dixon

  • All seems to be in order; in fact the investments have done better than we envisaged in the current climate.  Many thanks for all your financial management advice.

    T and J Roper

  • Dear Chris

    Again many thanks for everything and the recommendation. I'm really pleased with how its all going and I really appreciate your help and advice.

    Have a lovely Christmas and New Year - lets hope 2021s a better one!

    Warm regards

    Janet C.

  • Tony (Palmer) always gives me great help, support and advice. Can’t recommend highly enough.

    Sara F.

  • A fantastic Company with first class advice and service.

    D. Hughan

  • Andrew, thank you so much for all your help and guidance over the past 10 months in all of my Mother's affairs.


  • Graham Austin has been our advisor for about 15 yers years now and we cannot imagine being without him. Thank you Graham.

    M. Tyrrell

  • I have always received an excellent service from this company. Trustworthy, efficient, and a delight to deal with!

    N. Birrell

  • My husband and I have worked with Tony Palmer from St Edmundsbury for many years and we are very impressed by how well he understands our needs and the time and trouble he takes to find the best solutions for us. It is such a relief to have someone trustworthy, professional and informed to navigate and explain the investment and taxation minefields that beset even very ordinary financial planning. We have no hesitation in recommending St Edmundsbury's services very highly.

    S. Houston

  • Highly professional service. Tony Palmer has been our Financial Adviser for 20 years and we trust his advice. He always responds quickly to queries either by telephone or email. I have recommended him with confidence to friends and family.

    I. Houston

  • Dear Simon

    I hope you are well. I have received my portfolio report I have to say it has performed well in these unprecedented times.

    Your choice of portfolio was spot on and i feel that you have given me a first class service . I have now retired but at the moment

    i have no need for a draw down ,i will not need a one to one this year as i am more than happy with the way things are.

    Ross M.

    Ross Moden

  • Russell has been managing my pension fund for over 10 years and during this time has achieved some truly excellent results.  His advice is always honest and measured and I have recommended him to friends without hesitation.   I find the yearly review process very helpful, to take stock of where I am, and what Id like to achieve.  St Edmundsbury Wealth Management are professional as well as very approachable and Im extremely happy client!

    Alison R.

  • St Edmundsbury Wealth Management have proven to be the perfect choice of company to place my private pension fund with.

    In particular Russell Green has been professional, supporting and conscientious. I really could not have wished for a better person to be in charge of my financial future.

    I highly recommend this company above all others to organise your finances.

    Robert R.

    Robert R.

  • It was a pleasure speaking with you earlier albeit on zoom. Thank you and your team for your help and support during what has become a very difficult trading environment.
    Di and I wish you all every success and health for the future.

    Di and Mi

  • Thanks for your reports the results of which are excellent.
    Thanks for your sound advice we are very grateful.

    Stefan & Jo

  • We were delighted when it became apparent that Graham Austin would be able to continue as our financial adviser upon his and our move to St.Edmundsbury. His clear and helpful analysis of the financial climate, his lucid explanations for invetsment decisions, his tailoring of his advice to our personal circumstances and his looking at our requirements with a holistic approach have been very helpful.

    Combine this with being a very pleasent person to deal with; the knowledge that Graham would be available between client visits should the need arise is very reassuring.

    Anthony and Susan Gow

  • Graham was financial adviser to my parents for many years and managed our financial affairs with great sensitivity and clarity after the sudden loss of our mother. My sister and i have continued to consult him as a trusted adviser since then. He has given generously of his time and offered guidence to us over our various financial matters. Our meetings are always reassuring!

    Claire McAlister

  • No question is unimportant to Graham, no matter how trivial. He deals with every query promptly, throughly and helpfully. He will even travel 30 miles for a personal visit, no matter how small an investor you are.


  • I have always found Graham knowledgeable and very courteous. A very pleasent person to deal with. He is always most understanding and i look forward to his visits.


  • As the only SOLLA registered and acredited advisor in my home town, Graham Austin offers service no other F.I.A's can and I am exceptionally pleased to have the recieved benefit of his knowledge and vast experience.

    Emily Graham

  • I have always found Graham knowledgeable and courteous. A very pleasant person to deal with. He is always most understanding, I look forward his visits.


  • 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.


  • 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.


  • 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???


  • 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