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Bury St Edmunds

If you have any queries, please do not hesitate to contact us on 01284 723 761.


6 Moseley's Farm Offices
Fornham All Saints
Bury St Edmunds
IP28 6JY

Telephone: 01284 723 761
Fax: 01284 723 760

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Sarah Motley
Telephone: 01284 723 761

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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).


Unfortunately we cannot accept any orders to deal via fax or email.

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  • Investments and income arising from them can fall in value and you may get back less than originally invested.
  • The services and investments referred to in this website may not be suitable for all private investors; before taking any action based upon this website you should consult ourselves or an independent adviser.
  • Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.
  • We do not provide advice on life assurance and other financial planning products to private clients and therefore, we are recognised by the FCA as a restricted advice firm.

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