Get in touch for independent advice
If you’re ready to take the next step in growing and protecting your wealth, don’t hesitate to contact one of the advisers.
Investing carefully is key to ensuring that your wealth grows with your ambitions, providing you with confidence in later life and leaving a legacy for your loved ones. With funds subject to falls as well as rises, our independent and chartered advisers can provide you with solid advice guided by an in-depth knowledge of the market.Make investments work harder
Setting up funds specifically for the benefit of your younger dependents can be a smart way to provide a solid foundation for their finances in future. Find out how.
A priority for many investors, you’ll want to know where your money will be placed in order to attract maximum interest and whether you can draw on funds without penalties.
Learn more about the benefits of setting up saving and investment plans as early as possible, in order to take advantage of compound interest over time and achieve maximum growth.
Digital tools have made it easier than ever for investors to be hands-on with their portfolio. Ask about our sbinvest software which enables you to make solid investments online.
The most common concern that our investors raise with us is around losing their hard-earned money. We all know that the value of investments can fall as well as rise, and every sensible investor will seek out funds that can combine a degree of predictability with a healthy return on investment. But how do you know your particular investment strategy is giving you the most favourable deal – in terms of costs as well as returns – and therefore best meeting your plans for later life?
Our team recognises these concerns and will talk to you honesty about your plans for your finances, what you want to achieve and – most importantly – how the plan of action
Their insights and extensive knowledge of the investment landscape our financial advisers can provide independent professional advice on where to best place your money. Find out what this could mean for your future and get in touch today.
We recognise that no two individuals are the same, and that everyone will have their own priorities, circumstances and visions for the future. Our approach is to work with you to develop a strategy specifically tailored to you and your financial objectives for the medium and long term.
Have you ever had someone sit with you to help you examine your personal goals, your attitude to risk and the potential of your current wealth? We recognise that it’s vital to listen carefully to everything you tell us, and then work proactively to calculate the steps you need to take. Once this is clearly mapped out, with your consent we’ll set the wheels in motion.
To make sure that you stay on track to achieve the goals your investments are working towards, we’ll conduct regular reviews that take into account any changes in your personal circumstances as well as the way the markets are performing. Your investments should be continually working for your benefit, and it’s our job to keep it that way.
Did you know that investing for children and juniors, while enabling you to pass on your wealth, can also be an effective way of helping to reduce Inheritance Tax? Junior ISAs, trusts and junior investment accounts can all help to protect your assets and achieve future growth for the next generation.
Financial Planning Joint Managing Director
Grant leads the Financial Planning department in Colchester, advising on wealth management for a number of high net worth individuals.
Gary is a director in the Independent Financial Advice team.
Independent Financial Adviser
James is an Independent Financial Adviser, and is based in our Ipswich office.
Independent Financial Adviser
Matt is an Independent Financial adviser offering pension and investment planning and financial forecasting.
Independent Financial Adviser and Director
Neil works in our Ipswich office as an Independent Financial Adviser and is a director of Scrutton Bland Financial Services Ltd.
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.