About Us
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.
”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.” Andrew Speed, Managing Director and Financial Adviser.
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.
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