Located in the quaint village of Fornham All Saints, just outside the historic market town of Bury St Edmunds, the Bury office was opened in 1992 by Sarah Motley. A wide range of services are available to local investors in the heart of East Anglia. Home visits can be arranged on request.
Our aim has always been to demystify the workings of the stock market and to make ourselves accessible to both new and experienced investors. Whether you are investing £100 or £1,000,000 you can enjoy a full range of personal and efficient services. We are happy to work with other advisers such as your Accountant, Solicitor or Independent Financial Adviser (IFA).
In 2016 we were named ‘Best ISA Provider’
at the City of London Wealth Management Awards and ‘Best Advisory Stockbroker’
at the ADVFN International Financial Awards, both for the second consecutive year. In 2015 we received the accolade of ‘Best Full Service Stockbroker’
from the Investors Chronicle
and Financial Times
, having also received this in 2014.
Our services include:Execution-only Share Dealing in UK and Overseas stocks
Full range of Advisory and Discretionary Portfolio Management Services
Nominee Service or Certificated Dealing
Stocks and Shares ISAs
We levy no charges for the transfer in of ISAs from other managers
Crest Sponsored Membership
Extended Settlement available (T+20)
Probate Valuation Service
Inheritance Tax Planning
Traded Options and Covered Warrants Services
FREE Regular Investment Communications
Please do not hesitate to contact Sarah Motley on 01284 723 761
if you would like further information on any of the above services or alternatively you will be very welcome to call in to our offices (see map