Business Details
44 Years
experience
Trusted Financial Advisers in Ipswich
Established in 1982, we are a seasoned financial advisory firm dedicated to delivering tailored solutions for personal and corporate clients. Our approach centres on understanding individual client objectives, leveraging over four decades of industry expertise to design unbiased, comprehensive strategies. With a team of chartered professionals, we specialise in pensions, retirement planning, estate management, and business financial solutions, maintaining rigorous compliance with FCA regulations. Our commitment to continuous professional development ensures clients benefit from cutting-edge insights while enjoying a personable service prioritising transparency and long-term trust. 
Services
Personal Financial Advice
Corporate Financial Advice
Retirement Planning
Pension Transfers
Estate Planning
Auto-Enrolment Solutions
Business Protection
Employee Benefits
Details
- Year established: 1982
Highlights and features
- Over 40 years of experience in financial services
- Free initial financial healthcheck consultation
- FCA-authorised independent financial advisers
- Client-focused approach with tailored solutions
- Chartered professionals with ongoing training
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Tailored to my requirements
Positive feedback from team members
Confident we are in good hands financially
Services
Personal Financial Advice
We provide comprehensive financial guidance tailored to individual needs, covering savings, investments, pensions, and protection. Our FCA-regulated advisers assess risk profiles and long-term goals to recommend suitable solutions. Clients benefit from ongoing support and regular reviews to ensure strategies remain aligned with evolving circumstances.
Corporate Financial Advice
Specialist financial planning for businesses including auto-enrolment pensions, employee benefits, and protection strategies. We help companies meet regulatory requirements while optimising tax-efficient solutions. Our team works closely with management to develop sustainable financial frameworks that support organisational growth and employee welfare.
Retirement Planning
Expert advice on preparing for retirement, including pension consolidation, income planning, and tax-efficient withdrawals. We help clients navigate complex retirement options and implement strategies to maximise financial security. Our approach considers individual aspirations and risk tolerance to create realistic, achievable retirement outcomes.
Estate Planning
Comprehensive estate planning services to manage inheritance tax, establish trusts, and ensure smooth asset transfer. We work with legal professionals to create holistic plans that protect wealth for future generations. Our advice balances tax efficiency with clients' personal wishes for their estate distribution.
Pension Transfers
Specialist guidance on transferring pensions between schemes, including defined benefit to defined contribution conversions. We assess transfer values, exit penalties, and new scheme benefits to determine optimal decisions. Our regulated advisers ensure compliance with FCA transfer rules while prioritising clients' long-term financial interests.
People
Davina Olson
Managing Director
Chartered Financial Planner with FPFS designation and CII certification. Leads strategic direction and client advisory services, bringing over 25 years of industry experience to complex financial planning solutions.
Jake Blackmore
Director
Diploma-holder in financial planning with CeMAP qualification. Specialises in independent financial advice for high-net-worth individuals, delivering tailored investment and retirement strategies through his 20+ years of practice.
Rachel Fortescue
Director
Diploma-qualified financial planner focusing on corporate client solutions. Oversees business protection strategies and workplace pension schemes, combining technical expertise with practical implementation for organisational clients.
Tom Crowther
Associate Director
Chartered Financial Planner with FPFS status. Specialises in complex pension transfers and retirement planning, maintaining technical excellence through continuous professional development and client-focused advisory approaches.
Chris Alcock
Independent Financial Adviser
Diploma-qualified adviser with specialist PMI expertise. Focuses on protection and health insurance solutions, ensuring clients receive appropriate coverage aligned with personal circumstances and financial objectives.
Questions
What financial services do you offer?
We provide personal financial advice, corporate financial solutions, pension transfers, retirement planning, estate management, auto-enrolment pensions, and business protection services.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (reference number 146449) as confirmed on their official register.
How does the financial advice process work?
We begin with a free initial consultation to understand your objectives, followed by comprehensive analysis and tailored recommendations, with ongoing reviews to maintain strategy effectiveness.
Do you charge for initial consultations?
No, our financial healthcheck meeting carries no charge and comes with no obligation, allowing you to explore options without upfront costs.
Which areas do you serve?
While based in Ipswich, Suffolk, we serve clients nationwide across the UK, supporting both local and national personal and corporate financial needs.
