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

  • Dear Simon

    I hope you are well. 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 . I have now retired but at the moment

    i have no need for a draw down ,i will not need a one to one this year as i am more than happy with the way things are.

    Ross M.

    Ross Moden

  • 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 Im extremely happy client!

    Alison R.

  • St Edmundsbury Wealth Management have proven to be the perfect choice of company to place my private pension fund with.

    In particular Russell Green has been professional, supporting and conscientious. I really could not have wished for a better person to be in charge of my financial future.

    I highly recommend this company above all others to organise your finances.

    Robert R.
    Norfolk

    Robert R.

  • 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.
     

    Di and Mi

  • Thanks for your reports the results of which are excellent.
    Thanks for your sound advice we are very grateful.

    Stefan & Jo

  • 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 invetsment 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 pleasent person to deal with; the knowledge that Graham would be available between client visits should the need arise is very reassuring.

    Anthony and Susan Gow

  • 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!

    Claire McAlister

  • 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.

    Duncan

  • I have always found Graham knowledgeable and very courteous. A very pleasent person to deal with. He is always most understanding and i look forward to his visits.

    Helen

  • As the only SOLLA registered and acredited advisor in my home town, Graham Austin offers service no other F.I.A's can and I am exceptionally pleased to have the recieved benefit of his knowledge and vast experience.

    Emily Graham

  • 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.

    Helen

  • We have been clients of Andrew and Russell for many years and have watched this Company grow from strength to strength.

    Their USPs:-

    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

  • 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

  • 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.W

  • 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???

    Emma

Our Team

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Andrew Speed
    Financial Adviser & Managing Director
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  • Our Team
    Russell Green
    Financial Adviser & Sales Director
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  • Our Team
    Ben Gierth
    Chartered Financial Planner
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  • Our Team
    Chris Mason
    Financial Adviser
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  • Our Team
    Graham Austin
    Financial Adviser
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  • Our Team
    Simon Stuteley
    Financial Adviser
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  • Our Team
    Tony Palmer
    Financial Adviser
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  • Our Team
    Chris Hewlett
    Financial Adviser
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  • Our Team
    Sam Travers
    Client Account Manager
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  • Our Team
    Joe Kean
    Client Account Manager
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  • Our Team
    Bobby Hopkinson
    Trainee Adviser/Client Account Manager
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  • Our Team
    Gemma Speed
    Marketing & Client Account Manager
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  • Our Team
    Brenda Barton
    Client Account Manager
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  • Our Team
    Sue Worsfold
    Operations Manager
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  • Our Team
    Sarah Vardy
    Office Manager
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  • Our Team
    Julie Manning
    Receptionist
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  • Our Team
    Poppy Cruse
    Administrator
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