St Edmundsbury Wealth Management ’s cover photo
St Edmundsbury Wealth Management

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
http://www.stedswm.co.uk/
Industry
Financial Services
Company size
11-50 employees
Headquarters
Bury St. Edmunds, England
Type
Privately Held

Locations

  • Primary

    Flempton House

    The Stables

    Bury St. Edmunds, England IP28 6EG, GB

    Get directions

Employees at St Edmundsbury Wealth Management

Updates

  • 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

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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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  • Take the first step towards a rewarding financial future today! At St Eds, we're dedicated to helping you achieve your financial goals and build a secure future for yourself and your loved ones. Whether you're just starting out or looking to take your finances to the next level, we can help. Our team of experts will work with you to create a custom plan that's tailored to your unique needs and aspirations. From saving for retirement to investing wisely, we'll help you navigate the complex world of finance with confidence and ease. Don't let uncertainty and fear hold you back. Take control of your financial future and start building the life you've always dreamed of. 📞 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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  • 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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