Located in the quaint village of Fornham All Saints, just outside the historic country 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.

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 huge range of personal and efficient services. We are happy to work with other advisers such as your Accountant, Solicitor or Independent Financial Adviser (IFA).

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

SIPPs

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 or Luke Simmonds 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)