SUFFOLK Office

Planning with purpose in the beauty of East Anglia Sharp financial insights with a refreshingly open approach

Our Saxmundham office is the ideal base to provide balanced, straightforward financial advice across the whole of Suffolk.

What do you want your life to look like? We’ll bring clarity to planning for your future, whether you’re busy earning, considering retirement, monetising assets or dealing with an inheritance. All our advice is focused on you and your goals, delivering financial planning with purpose.

Listening to your hopes and desires.
And guiding you every step of the way

You’ll want a personal, bespoke service offering straightforward advice that shows you exactly how your money can help you achieve your goals.

You’ll love how we work transparently, de-mystifying what can be a complex field and bringing peace of mind about the future. We’ll ensure every aspect of your finances is sorted out, so you can concentrate on getting the most from your career.

Our Suffolk team are experts in:

Listening and understanding - discovering your priorities and crafting plans to suit your priorities and goals.

Tax efficiency - ensuring your funds are set up legally and ethically to minimise what you pay in tax.

Farmers and landowners - nurturing the wealth from your land sale so it grows and provides for the life you want.

Freeing up wealth - using money to its full potential, while protecting your assets, income and lifestyle.

Planning for the expected and unexpected - we’ll help you prepare for life’s transitions, challenges and surprises.

LOCAL FOCUS, NATIONAL LEVERAGE

You’ll get a localised service backed up by the strength of international investors, without the pain of a hard sell or travel to a city.

As part of The Quilter Financial Planning Network, we recommend investments from a carefully chosen range of funds while still sourcing from the whole market if this suits your plans. We’ll make a bigger difference to your outcomes than any pre-packaged financial products.

Our collaboration with property experts Flick & Sons means we can often help people when they need advice the most. We’re easy to approach via their offices in Aldeburgh, Southwold and Saxmundham.

ON YOUR SIDE

Our team was largely born and bred in Suffolk. We understand all the issues and opportunities present within the region’s businesses, history and landscape, and share a real affinity with the people who live here.

With over 20 years’ experience in financial planning and wealth management, we’ve helped everyone from established names in sports and music to people from all levels of business.

Your money will shape the future you want because of our focus on your vision for life after work.

Our Suffolk Team

Our Location

Suffolk

Ashford House, High Street, Saxmundham, IP17 1AB

T: +44 (0)1728 445416 enquiries@davidjameswealth.com


Has getting things organised
been on your mind?


Has getting things organised
been on your mind?

We're ready to listen and help.