Risk aversion starts with asking oneself a few questions such as: ⭐️ Is my job secure? ⭐️ What happens if my employer goes bust? ⭐️ How secure are my investments? ⭐️ Is my occupational pension safe? What happens if I divorce? ⭐️ Do I have enough insurance? This is just a start and you will no doubt identify others. It may not be the most motivational task but if you work through the implications of your questions and attach a probability to them, it can help clarify the issues and will form the basis of your risk aversion plan. Get in touch with our expert team today👇 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk
St Edmundsbury Wealth Management
Financial Services
Bury St. Edmunds, England 179 followers
St Edmundsbury Wealth Management Ltd offers advice to individual and corporate clients in Suffolk and across East Anglia
About us
St Edmundsbury Wealth Management Ltd offers advice to individual and corporate clients in Suffolk and across East Anglia. The firm has eight Financial Advisers with combined experience of 128 years. Their aim is to deliver good advice in a clear fashion, backed up by excellent service.
- Website
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http://www.stedswm.co.uk/
External link for St Edmundsbury Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bury St. Edmunds, England
- Type
- Privately Held
Locations
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Primary
Flempton House
The Stables
Bury St. Edmunds, England IP28 6EG, GB
Employees at St Edmundsbury Wealth Management
Updates
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Add a golden glow to your golden ages 🌞 A pension plan requires action as soon as possible, so start now – and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track! Get in touch with our expert team today👇 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk
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We are here to help you invest in your future ✅ ⭐️ Financial planning ⭐️Pensions and retirement ⭐️Savings and investment ⭐️Protecting your finances ⭐️Business protection ⭐️Wealth management Looking for financial advice? Get in touch with our expert team today 👇 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk * The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
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Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them. You can rest assured that we will provide you with the right financial advice plus regular reviews and evaluations of your financial plan. ⭐️ Help to increase the value of your savings & investments in a tax-efficient manner ⭐️ Protect yourself and your dependants' income in case of unforeseen problems ⭐️ Increase the after-tax legacy you pass on to your beneficiaries 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk * The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
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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 impact on you and your family should the main earner in your household die or become seriously ill. Talk with our expert advisers today about our range of protection policies 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk
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When someone talks about savings and saving money, it could be referring to a piggy bank on the mantelpiece or a high-interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts or term bonds. Investing is what you can do with the savings you have created – if you are looking to generate a return on your money that is greater than what is already available to you through your savings instruments. *The value of investments and the income they produce can fall as well as rise. You may get back less than you invested To find out more, get in contact with our expert team 👇 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk
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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 become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life 🔐 Speak to our team of advisers today👇 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk
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Worried about redundancy? For many of us, our mortgage repayments are our biggest monthly outgoings. If you're the main earner in your household, have you thought about how you would afford to pay them if you were to be made redundant? Enquire with our expert advisers today 👇 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk
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The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties Our aim is to pave the way for a more secure financial future for you, your family and businesses of all sizes. Enquire with our expert advisers today 👇 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk
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