Our Services

We offer a full range of financial and protection services. See below for some of our most popular.

1

Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have...

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2

Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money.

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3

Protection

There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the...

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Financial advisers located in Bury St Edmunds, Suffolk

Welcome to St Edmundsbury Wealth Management

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01284 703803 or email us at advice@stedswm.co.uk and we'll be pleased to help you.

HOW WE WORK

Here's how we formulate
the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan
is just a wish... an achievable goal is a dream with a deadline.

Our Plan
For You

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

YOUR GOALS & AMBITIONS

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

REVIEW THE PLAN & PROGRESS UPDATES

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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What They Say
About Us

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

    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

  • 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.

  • 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 Moden

  • 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

  • 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

Stock data

Value Move %
FTSE 100 7002.04 -76.37988 arrow -1.0790527 arrow
FTSE ALL-SHARE 4013.94 -40.180176 arrow -0.9910948 arrow
FTSE MID 250 22882.52 -167.9414 arrow -0.72858155 arrow
FTSE 350 4029.44 -41.350098 arrow -1.0157758 arrow

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where we are

01284 703803
Flempton House
Bury St Edmunds IP28 6EG

advice@stedswm.co.uk

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