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Independent Financial Advice

Key financial services, tailored to your circumstances

Your future wealth and planning

Financial priorities can and do change over time, especially as you accumulate more wealth and assets. Our grounding in accountancy gives us a detailed, practical insight into long-term planning. You’ll get clarity on the steps you need to take to retain as much of your wealth as possible, help it grow to meet your needs and create a secure financial future.

Help me plan for the future

Retaining and growing your money

Pensions

When do you want to retire? Plan now to ensure the money you put aside will be enough to provide for a comfortable later life.

Investments

If you’re not putting your money to work in some way, then it’s likely to stagnate or lose value. We’ll advise on the right places for growth.

Wealth management

Arrange tax-efficient vehicles to ring-fence assets for your family, your business and your future to protect your legacy.

Create the future you want

Decisions around your long-term finances – especially with an eye on planning for later life – can be complex and emotional. You may be worried about leaving money on the table, not taking the right opportunities, exposure to losses or division of assets after a divorce. Sadly, we’ve even heard of clients being pushed into decisions that may not have been in their best interests.

Our policies of compassion, insight and transparency mean that you’ll never have to doubt our advice. To us, everything is personal. We’ll sit down with you to talk over your ideas, priorities and concerns, we’ll listen to your ambitions for both the near future and later life, and then draw out the roadmap to make it all happen.

We’ll draw on our professional knowledge of the markets, regulations and explain everything carefully every step of the way. You hear our thinking and the reasons behind our recommendations, and we’ll never push you into a decision.

Honest, impartial, no-pressure advice

Many people simply are not aware of the potential within the assets and funds they already have. It could be that you already have investments and pensions that, with some careful planning, could be made to work even better for you. Or you might have cash tied up in assets, businesses or property that could perhaps see a greater return elsewhere.

Whether you’re a director, executive, business owner, self-employed or an employee, we can provide guidance and advice to help you get the most out of your money. With the right management, and a clear definition of what you want your money to achieve for you, we can help you to plan for the future you deserve.

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Meet the team

Drawing on a huge amount of experience in investments, pensions, wealth management and future life planning, our specialists in independent financial advice deliver a complete plan for your future and a comprehensive service that allows us to tailor your finances as markets and priorities change.

Gary Riches

Gary is an Independent Financial Adviser in our Colchester office.

James Wright

Independent Financial Adviser

James is an Independent Financial Adviser, and is based in our Ipswich office.

Matt Merchant

Independent Financial Adviser

Matt is an Independent Financial adviser offering pension and investment planning and financial forecasting.

“The expert advice provided by Scrutton Bland has been excellent, the advisers knowledge of the products and how to tailor them for our charity needs has been clear and helpful.”

Caroline Dickinson,
Head of Finance, Suffolk Family Carers

Meet the team

By your side

At Scrutton Bland, you’ll always have at least two points of contact, so that you can get in touch with the team and receive the highest level of service.

Get in touch for forward-thinking, impartial advice

With offices in Cambridge, Colchester, Diss and Ipswich, we’re close enough for meetings with clients from all over the East of England. Got something on your mind? We’ll be happy to listen and give you our thoughts.

Call us on 0330 058 6559
Email us at hello@scruttonbland.co.uk

The Independent Financial Advice Services referred to on this website are provided by Scrutton Bland Financial Services Limited (company number 01288848). Scrutton Bland Financial Services Limited is authorised and regulated by the Financial Conduct Authority. The FCA registered number is 209451.

Please note that Scrutton Bland Financial Services Limited is not a member of the Scrutton Bland Group and is owned by Emery (IFA) Ltd whose registered office is 5 Kings Court, Newcomen Way, Severalls Industrial Park, Colchester, England, CO4 9RA. The ultimate controlling party of Scrutton Bland Financial Services Ltd is Socium Group Holdings Ltd whose registered office is Level 13, 20, Primrose Street, London, England, EC2A 2EW.

An exclusive introducer arrangement exists between Scrutton Bland LLP and Scrutton Bland Financial Services Ltd whereby all enquiries in respect of financial planning advice received by Scrutton Bland LLP are passed to Scrutton Bland Financial Services Ltd. At the present time no commission is receivable by Scrutton Bland LLP in respect of these arrangements.