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
Telephone: 01284 723 761
Fax: 01284 723 760
» view map
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
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
Unfortunately we cannot accept any orders to deal via fax or email.
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