Independent financial advice
At Churchgates we believe we are more than just a financial planning service. Our team of financial advisers provides independent advice and we are not restricted in any way or tied to any product provider.
We pride ourselves on offering an excellent customer experience. Our team of qualified professionals are always on hand to help you through the advice process and to offer support. Our aim is to make sure that our advice is clear and straightforward, with no jargon or hidden charges.
Planning for your future
Some of the areas we can help you with include pensions planning, investment advice and protection. Being part of a multi-disciplinary firm enables us to look at the complete picture for a client, considering tax and estate planning issues, as well as how to meet future goals. Once we have established a plan for you, we will meet with you regularly to discuss this and make any changes necessary to keep things on track.
Begin your journeyTailored financial planning in Bury St Edmunds
Our team of independent Financial Planners offer a personalised approach to financial advice. Our clients are important to us, so every solution is tailored to reflect our client’s individual plans and goals. We listen carefully to your needs and ensure we fully understand them to offer you the best possible advice for your personal circumstances. Whether you want to protect or grow your wealth, our team can provide you with the appropriate strategy.
We work closely with our tax team, using pension schemes to assist the funding of projects such as office developments, grain stores as well as personal and corporate tax savings. In addition, we provide the traditional life assurance and succession planning often linked to family and business requirements.
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