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 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.

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 advice@stedswm.co.uk

Our Expert Team
Andrew Speed
Managing Director
Russell Green
Sales Director
Ben Gierth
Chartered Financial Planner
Chris Mason
Financial Adviser
Graham Austin
Financial Adviser
Simon Stuteley
Financial Adviser – Chartered ALIBF
Tony Palmer
Financial Adviser
Chris Hewlett
Financial Adviser – Chartered ALIBF
Sam Travers
Client Account Manager
Joe Kean
Client Account Manager
Poppy Cruse
Client Account Manager
Ben Curran
Client Account Manager
Bobby Hopkinson
Client Account Manager
Gemma Speed
Marketing & Client Account Manager
Sue Worsfold
Operations Manager
Sarah Vardy
Office Manager
Caroline Owen
Client Account Manager
James Larder
Administrator

TESTIMONIALS

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