Managing your wealth and achieving your financial objectives are at the heart of the advice we offer. From helping you to understand your current financial position to finding ways for you to prosper, we will be with you every step of the way. Our team of independent financial advisers will take the time to fully understand your wealth management objectives and then develop a financial planning strategy to help you achieve them.
We hold the ‘gold standard’ Charter mark for financial planning meaning that we are at the top of our game in terms of professional knowledge, but it also means we are committed to put the needs and wishes of our clients first. We would be delighted to meet you at one of the Scrutton Bland offices, located in Suffolk, Essex, Norfolk and Cambridge. Alternatively, one of our financial advisers will be happy to meet with you at home if you prefer.
We also offer our sbinvest facility, which is ideal for anyone wishing to make a one-off or simple investment without the need for separate advice. It’s available from the comfort of your own home, around the clock, and is a general investment platform for ISAs or other general investment accounts. We also understand that everyone’s financial priorities will change over the years, so we take a long-term planning approach and take the time to build up lasting relationships. We aim to protect your wealth and grow your investments at all stages of your life.
Making important financial decisions can be difficult and often requires a considerable amount of time spent researching the market. But the more wealth and assets you hold, the more complex that financial planning can get. Working with an IFA can take some of the pressure off by ensuring you’re always getting the highest standard of professional advice from advisers who understand the whole market.
Because we are a firm of independent financial advisers, our advice and product recommendations are always unbiased, impartial, and represent the very best solution for your situation that’s available across the financial markets. We are not tied to any products or restricted by the product providers we can recommend, nor do we accept commissions.
If you’re ready to make the next step in growing and protecting your wealth, call our expert advisers to find out how we can help you.