St Edmundsbury Wealth Management

St Edmundsbury Wealth Management Ltd offers advice to individual and corporate clients in Suffolk and across East Anglia. The firm has eight Financial Advisers with combined experience of 190 years. Their aim is to deliver good advice in a clear fashion, backed up by excellent service.

We look after our clients’ wealth and financial well-being. We can research thousands of options to find the most suitable products and solutions. Planning for a comfortable financial future takes time. Having goals gives focus and direction. That’s where we can help.

Andrew Speed
Managing Director
“St Edmundsbury Wealth Management Ltd is committed to providing clients with quality financial advice, delivered in a professional manner. We endeavour to be accessible to our clients and believe that communication and ongoing service is the key to providing a lasting relationship.”
We ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by;
  • identifying your short, medium and long-term financial planning goals
  • clarifying precisely what you want from life
  • mapping out a route to get you there, managing risk and tax planning as we go
  • making it easy to understand product and investment recommendations
  • adjusting your plan during significant life changes and at regular reviews

If you are thinking about creating and putting your financial plan into action, why not talk it through with us today? Contact us – 01284 703803 or

Our Expert Team
Andrew Speed

Managing Director

Andrew started his own company in 1992 which later evolved into St Edmundsbury Wealth Management. Andrew has been in business for thirty years and values St Eds for its reputation for being a trusted, friendly partner for all its clients’ financial planning needs.

In his spare time, Andrew is the President of Thurston RUFC and enjoys watching Rugby, Cricket and Formula 1. Andrew is also a Trustee of the Suffolk Philharmonic Orchestra and plays an active role in local Politics.

Russell Green

Sales Director

Russell is a Director at St Eds having joined as a Paraplanner in 2007. He enjoys working with the fantastic team at St Eds and although it is a serious job, he enjoys how it is a happy and fun place to be. He enjoys building strong client relationships and takes enormous satisfaction in helping to achieve their financial goals.

Outside of work he enjoys golf, F1, cooking on his BBQ and spending time with friends and family.

Simon Stuteley

Financial Adviser – Chartered ALIBF

Simon is a Chartered Financial Adviser having started working with St Eds in October 2013. Simon enjoys providing clients with a holistic, personalised service and helping them reach their financial goals. In his spare time, he enjoys F1 (particularly following Lando Norris) and supporting (and occasionally plays for) Thurston Rugby Club.

Ben Gierth

Chartered Financial Planner

Ben is a Chartered Financial Planner and has been at St Eds since 2009.

Ben’s favourite thing about working at St Eds is the professionalism of the firm and the good people who genuinely offer support and help in a constructive way. His interests outside of work include spending time with his family, weightlifting, computer games and keeping abreast with politics and current affairs.

Chris Hewlett

Financial Adviser – Chartered ALIBF

Chris is a Chartered Financial Adviser having gained Chartered Status in 2021. Prior to joining St Eds and a career in financial services, Chris worked as a teacher. Chris says his favourite things about working at St Eds are the genuine sense of togetherness across the company, the willingness of his colleagues and that professional qualifications are actively encouraged. Outside of work, Chris enjoys playing five aside football, golf and tennis as well as supporting his children with their rugby and football teams at the weekend.

Chris Mason

Financial Adviser

Chris has been working at St Eds for 10 years, having previously worked with ASL Financial Planning which merged with St Eds at the beginning of 2012. Chris enjoys working with a team of friendly colleagues who’re enthusiastic about their work. Outside of work, Chris enjoys walking, gardening and travelling.

Graham Austin

Financial Adviser

Graham is a Financial Adviser and has been working at St Edmundsbury Wealth Management for the past 12 years.

After leaving the inflexible, impersonal corporate world of high-street banking, Graham decided to join a client-focused company where he was able to offer a bespoke personal service to existing and new clients.

Graham enjoys the client-focussed ethos of St  Edmundsbury, and having achieved the SOLLA accreditation many years ago, has helped many clients and their families navigate through the financial challenges of later life.

Graham’s interests outside of work include watching motorsport, classic cars, spending time with his family and reading anything by Peter James.

Tony Palmer

Financial Adviser

Tony is one of our financial advisers and has been working for St Eds for over seventeen years.

Tony has been working in the Financial Services industry since leaving college in 1986. He initially joined the St Edmundsbury Wealth Management team in 2001 before leaving to join another firm in 2007. He then returned in 2011 and has been part of the team ever since. Tony says the firm has always concentrated on developing a team environment, where everyone is happy to assist each other in driving forward to achieve the best outcome for our clients.

Outside of work he enjoys playing golf, sailing and spending time with his family.

Poppy Cruse

Client Account Manager

Poppy is one of our Client Account Managers and joined St Eds in July 2019.

Prior to joining St Eds, Poppy worked in customer service in the hospitality industry and was keen to build on this experience. She enjoys the brilliant team relationship and great work ethic of everyone at St Eds.

In her spare time, Poppy enjoys visiting Austria for her annual ski trip, socialising with her friends and family as well as walking in the countryside with her Italian Greyhound, Dino!

Ben Curran


Whilst completing a degree in Business and Management, Ben was keen to gain industry experience and started working with us in July  2020. Ben enjoys working closely with Chartered Financial Advisers, which he says has helped him learn and progress in his own career. Outside of work, Ben’s a keen golfer and can often be found cooking pizza in his Ooni oven and following Newcastle United.

Caroline Owen

Client Account Manager

Caroline is a Client Account Manager and joined St Eds in June 2021. She enjoys the mutual respect across all colleagues at St Eds and everyone’s willingness to help one another. Her interests outside of work include managing two holiday lets and getting involved with a community garden project within a local park.

Gemma Speed

Client Account Manager

Gemma is one of our Client Account Managers.

Gemma loves the company’s morals and standards, and enjoys working with a fantastic team. Gemma’s interests include spending time with family, friends and their three cats. She enjoys going to the gym, outdoor adventures and travelling. She has a long bucket list!

Jamie Dempsey

Client Account Manager

Jamie is a Client Account Manager and joined St Eds WM after his travels and studies in Economics at Nottingham University in 2022.

Jamie’s favourite aspect of working at St Eds WM is the individual value and support within the team, fostering both personal and collective growth. Outside work, he enjoys playing football for his local team, Thurston, hitting the gym, watching sports, and spending time with family and friends.

Ben Francis

Client Account Manager

Ben joined St Eds in September 2023, bringing over five years of experience supporting financial advisers in Bury St Edmunds. His journey to St Eds followed a career break and a stint at a local preparatory school.


Outside of work, Ben leads a local Iron Maiden-themed darts team. He is a passionate follower of live sports, comedy, and music events, often turning these interests into enjoyable staycations. As an ardent Arsenal fan, he not only enjoys watching football but also seeks adventure, evidenced by his 14,000-foot skydive. His colleagues also know him for his unique style, particularly his penchant for wearing waistcoats.

Katy Pooley

Client Account Manager

Katy joined St Eds in May 2023, transitioning from her previous role when her employer decided to retire and sell the business.What Katy loves most about St Eds is the fantastic group of colleagues she works with. They create a welcoming and collaborative environment that she cherishes.

Outside the office, Katy enjoys spending quality time with her family and her dog Murphy, exploring the countryside. She also has a passion for swimming and loves socialising with friends.

Julie Vaughan

Client Account Manager

Julie embarked on her journey with St Eds in April 2023, bringing a rich background from various sectors including airlines and software. Her interest in financial services, especially wealth management, stems from its intersection with many facets of life, allowing her to leverage her extensive experience.

Outside of work, Julie is an avid equestrian, actively participating in amateur dressage competitions with her horse. She is also the proud owner of two lively sausage dogs, enjoying walks in the stunning local countryside.

Thomas Boucher

Client Account Manager

Thomas joined the St Eds team in July, keen to develop his career in financial services with a company that’s at the heart of the local community.

He’s particularly impressed by St Eds’ dedication to supporting local initiatives, something that resonates strongly with him.

Away from the office, Thomas spends his time on the golf course or enjoying a game of rugby. He’s also quite the history buff and likes to keep up-to-date with current affairs.

Sue Worsfold

Operations Manager

As the Operations Manager, Sue ensures the smooth functioning of the office. Sue joined the Company in May 2009. Sue looks after the general running of the business including accounts, payroll, contracts, IT and ensuring that we comply with our regulatory obligations.

Sue enjoys the values and ethos at St Eds which make it an enjoyable place to work. She enjoys organising the team events; the Christmas party night and other sporty/fun teambuilding events throughout the year. Outside of work, Sue is a keen baker and enjoys making celebratory cakes for special occasions, she even sometimes brings them in for the office to enjoy.

Sarah Vardy

Office Manager

Sarah is the Office Manager at St Eds and has been with the company since 2000.

Sarah says she enjoys how varied her role is and that she also appreciates being part of a hardworking team who have the client’s best interests at heart.

In her spare time, Sarah enjoys spending time with her children, going to the gym and baking.


What our customers say

000’s of happy customers across the UK

“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
“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.”
H Shanassy
“I don’t 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.”
P Dixon
“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
“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???”
E Ryan
“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 Winslett
“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 & 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!”
J Cruse
“We have been clients of Andrew and Russell for many years and have watched this company grow from strength to strength. They 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
“Tony (Palmer) always gives me great help, support and advice. Can’t recommend highly enough.”
S Fiddes
“As the only Solla registered and accredited advisor in my home town, Graham Austin offers service no other f.I.A’s can and I am exceptionally pleased to have the received benefit of his knowledge and vast experience.”
E Graham
“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 Duncan
“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!”
C McAlister
“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 investment 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 pleasant person to deal with; the knowledge that Graham would be available between client visits should the need arise is very reassuring.”
A & S Gow
“Thanks for your reports the results of which are excellent. Thanks for your sound advice we are very grateful.”
S & J Tregear
“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.”
D & M Wright
“I highly recommend this company above all others to organise your finances.”
R Remington
“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 I’m extremely happy client!”
A Reffell
“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.”
R Moden
“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
“I have always received an excellent service from this company. Trustworthy, efficient, and a delight to deal with!”
N Birrell