Wealth Management

As experienced wealth management experts, we are well placed to give advice on the latest options available. We know that you have worked, saved and invested hard to build your finances and understand how important what you do with them is.

Wealth management simply means looking after your money in a manner where your long-term interests are accounted for. The amounts we deal with vary greatly but the dedication we have to finding the best deals for you remains the same.

We focus on having the best long-term relationship with our clients and know our advice puts people in a stronger financial position than they were in before.

We would love to hear from you with any Financial Services questions or queries that you may have.

But before you contact us why not checkout some of our customer testimonials below:

For more customer testimonials please visit our testimonials page.

Very satisfied with the advice given and dealt with Debbie for many years and found her again via the internet and very pleased I have
Mrs F – Ipswich, Suffolk.

Overall very happy with it and much more comfortable with the lower risk of my existing investment
Mrs L – Trimley St Mary Felixstowe, Suffolk.

We were both extremely happy with all the recommendations we received from Debbie and were more than happy to follow her advice on our investments
Mr & Mrs H – Felixstowe, Suffolk.

Get in Touch

We are always looking for new ways to exceed our clients expectations.
Feel free to contact us.


9am till 5pm Mon to Thu

9am till 4pm Fridays

Closed Saturday and Sunday



Braintree - 01376 743595

Felixstowe - 01394 775711


9 + 15 =