Business Details
44 Years
experience
Independent Financial Advisers in Ipswich
Established in 1982, we have dedicated four decades to delivering tailored financial solutions for individuals and businesses. As Chartered Financial Planners regulated by the Financial Conduct Authority, our team combines extensive market knowledge with a client-centric approach. We prioritise understanding each client's unique goals to provide unbiased advice on pensions, retirement planning, and corporate financial strategies.Our commitment to professional development ensures we maintain industry-leading standards while fostering long-term relationships built on trust and transparency. With a focus on innovation and integrity, we continually adapt to evolving financial landscapes to serve our clients' best interests.
Services
Personal Financial Advice
Corporate Financial Advice
Retirement Planning
Estate Planning
Auto-Enrolment
Business Protection
Workplace Pensions
Employee Benefits
Pension Transfers
Private Medical Insurance
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of experience in financial advisory services
- Our team provides complimentary initial financial healthchecks
- Regulated by the Financial Conduct Authority (FCA) for your security
- Client-focused approach with tailored financial solutions
- Specialise in both personal and corporate financial planning
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Insurance Institute (CII)
- Financial Planning Faculty (FPFS)
What people say
Great and efficient service
Comprehensive and efficient service
Positive feedback from team members
In good hands financially
Accessible and clear presentation
Services
Personal Financial Advice
Tailored financial guidance for personal needs including savings, investments, and retirement planning. Our FCA-regulated advisers create bespoke strategies aligned with your life goals and risk tolerance. Services encompass pension reviews, inheritance tax planning, and protection insurance to ensure comprehensive financial security.
Corporate Financial Advice
Specialist financial planning for businesses covering auto-enrolment pensions, employee benefits, and protection strategies. We develop tax-efficient solutions tailored to company requirements while ensuring compliance with regulatory standards. Our services help businesses attract talent through competitive financial packages.
Retirement Planning
Comprehensive retirement strategy development including pension consolidation and income planning. Our Chartered advisers assess your current provisions and create pathways to achieve desired retirement lifestyles. We specialise in at-retirement guidance and pension transfer evaluations.
Estate Planning
Structured wealth management solutions for intergenerational transfers and inheritance tax mitigation. We combine trust arrangements with protection strategies to preserve family assets. Our approach balances legal compliance with maximising beneficiaries' inheritances through coordinated financial instruments.
Auto-Enrolment Solutions
Complete pension scheme implementation for businesses meeting legislative requirements. We advise on suitable pension providers, manage employee communications, and ensure ongoing compliance. Our solutions balance employer costs with employee benefits while maintaining regulatory adherence for peace of mind.
People
Davina Olson
Managing Director
Chartered Financial Planner with FPFS certification and extensive industry experience. Leads strategic direction while maintaining client relationships. Specialises in complex financial planning solutions and professional standards development across the firm's advisory services.
Jake Blackmore
Director
Diploma-qualified financial adviser with specialist expertise in mortgage and protection products. Focuses on corporate client solutions while contributing to regulatory compliance frameworks. Provides mentorship to junior advisory staff through formal training programmes.
Rachel Fortescue
Director
Diploma-qualified financial planner managing key corporate relationships. Specialises in workplace pension schemes and business protection strategies. Oversees client service standards and contributes to product development initiatives within regulatory parameters.
Tom Crowther
Associate Director
Chartered Financial Planner supporting high-net-worth individuals and corporate clients. Combines academic qualifications with practical experience in complex financial arrangements. Focuses on intergenerational wealth transfer strategies and pension consolidation solutions.
Chris Alcock
Independent Financial Adviser
Diploma-qualified adviser specialising in medical protection products and retirement income planning. Provides direct client support while contributing to firm-wide knowledge sharing initiatives. Maintains technical expertise through continuous professional development programmes.
Questions
What financial services do you offer?
We provide personal financial planning, corporate pension solutions, retirement strategies, estate planning, and business protection services tailored to individual and organisational needs.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference number 146449 for your protection.
Do you offer initial consultations?
We provide complimentary initial financial healthcheck meetings with no obligation, allowing us to understand your requirements before proposing solutions.
Which areas do you serve?
While based in Ipswich, we serve clients across Suffolk, Hampshire, and surrounding regions for both personal and corporate financial advisory services.
