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 128 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.
- 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
What our customers say?
000’s of happy customers across the UK