Trusted Mortgage & Protection Specialists

St Edmundsbury Wealth Management provides a complete and joined-up financial service for individuals and families across Suffolk, including expert mortgage and protection advice.

We understand that buying a property is one of the biggest decisions you will ever make. Whether you’re a first-time buyer, home mover, re-mortgaging or investing in property, impartial advice is essential. Our team helps clients navigate the wide range of products available, ensuring every recommendation is tailored to your individual needs and circumstances.

Mortgage Services Provided by St Edmundsbury Wealth Management

First-Time Buyers

Guidance through every step of buying your first home, from understanding your borrowing options to securing the right mortgage product.

Home Movers

Support with the financial side of moving home, including comparing new deals and ensuring your mortgage works for your changing circumstances.

Re-Mortgaging

Helping you switch to a better rate, consolidate borrowing or raise additional funds — with clear advice on the benefits and considerations.

Buy To Let

Specialist advice for landlords and investors, whether purchasing your first rental property or expanding your portfolio.

Equity Release

For eligible clients, we provide advice on Lifetime Mortgages, enabling you to release equity from your home while continuing to live there.

Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Protection & Insurance

Alongside mortgages, St Edmundsbury Wealth Management also offers a wide range of insurance solutions to help protect your home, income and family:

  • Life Assurance
  • Critical Illness Cover
  • Income Protection
  • Business Protection
  • Medical Insurance

Our advisers compare policies from a broad panel of insurers to find the most suitable cover for your situation.

Why Choose Us

By providing mortgage, protection and wider financial planning services under one roof, St Edmundsbury Wealth Management ensures:

  • unified, consistent financial guidance
  • trusted advice across mortgages, protection and wider financial planning
  • a seamless experience — from buying a home to planning for the future
190+

YEARS OF EXPERIENCE

14

FINANCIAL ADVISERS

Financial Planning

Savings & Investments

Wealth Management

Business Protection