We hope what you find here will lead you to a more productive and less complicated financial world.
Our firm provides personal investment advice, financial planning and an Employee Benefits consultancy. Individual and Corporate protection (such as Key Person), life/disability insurance and group insurance schemes also form an important part of our work.
From experience we have found long term client relationships promote a better understanding, simpler arrangements and better results.
We provide independent advice, meaning it is not influenced by other organisations or people. We work as the agent of our client and see ourselves as BUYERS of investments, insurance etc., rather than sellers.
We also comply, of course, with the regulatory definition of “independent advice” which is rather different.
One of our basic aims is to simplify personal financial affairs. This usually leads clients to more confident control and understanding.
Contact us to make an appointment without cost to you or any obligation. This will give you the opportunity to meet us and discuss the questions you have and to see how we may be able to help
An agency we have worked closely with for a number of years, recently received the National Enterprise Network Award. Find out more by visiting their website www.menta.org.uk
Suffolk Chamber of Commerce
We are proud members of Suffolk Chamber of Commerce, to read more about their network please visit their website www.suffolkchamber.co.uk
A Wolf and I…
Unique, animal-inspired jewellery design by dear friends of Andrew Dickson, please click here to visit their website.