Business Details
44 Years
experience
Trusted Financial Advisers in Ipswich Since 1982
Established in 1982, we have dedicated over four decades to delivering tailored financial advice to individuals and businesses. Our approach prioritises understanding client objectives, ensuring recommendations align with personal circumstances and market opportunities. As authorised Independent Financial Advisers regulated by the Financial Conduct Authority, we maintain rigorous professional standards while fostering long-term client relationships built on trust and transparency. Our team of Chartered Financial Planners and specialists provides unbiased guidance on pensions, retirement planning, protection, and corporate financial solutions. With a commitment to continuous learning and technological innovation, we ensure clients receive forward-thinking strategies that adapt to evolving financial landscapes. Our accreditations and free initial consultation reflect our dedication to accessible, high-quality service.
Services
Personal Financial Advice
Corporate Financial Advice
Retirement Planning
Estate Planning
Pension Transfers
Auto-Enrolment
Business Protection
Workplace Pensions
Employee Benefits
Private Medical Insurance
Served areas
- Suffolk, Norfolk & Essex
Details
- Year established: 1982
Highlights and features
- We have over 40 years of experience in financial advisory services.
- Our team includes Chartered Financial Planners and industry specialists.
- We offer free, no-obligation initial financial healthcheck consultations.
- Our advice is tailored to individual client needs and market insights.
- We maintain FCA-regulated standards for professional integrity.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Great and efficient service
Comprehensive and efficient
Positive feedback
Wonderful experience
In good hands financially
Services
Personal Financial Advice
We provide tailored financial strategies for individuals, covering savings, investments, pensions, and protection. Our advisers assess risk tolerance and long-term goals to design solutions that ensure financial security. With access to the latest market products, we help clients navigate complex financial decisions with confidence.
Corporate Financial Advice
Our corporate advisory services focus on pensions, auto-enrolment, and employee benefits. We work closely with businesses to implement tax-efficient financial strategies that support organisational goals. Our team ensures compliance with regulatory requirements while optimising financial outcomes for employers and employees alike.
Retirement Planning
We specialise in creating comprehensive retirement plans that align with clients' lifestyle aspirations. Our advisers evaluate existing pension arrangements and recommend adjustments to maximise returns. Through regular reviews, we ensure retirement strategies adapt to changing personal circumstances and market conditions.
Estate Planning
Our estate planning services help clients preserve wealth for future generations. We provide guidance on inheritance tax mitigation, trusts, and wills. By integrating protection products, we ensure financial legacies are safeguarded while addressing clients' unique family and business requirements.
Auto-Enrolment Solutions
We assist businesses in meeting auto-enrolment obligations while optimising pension schemes for employees. Our advisers explain compliance requirements and recommend suitable pension providers. We also provide staff education sessions to enhance understanding of retirement savings options.
People
Davina Olson
Managing Director
Chartered Financial Planner with FPFS and Cert CII qualifications, leading strategic direction and client advisory services. Specialises in long-term financial planning solutions.
Jake Blackmore
Director
DipPFS and CeMAP qualified adviser with expertise in corporate financial solutions and workplace pension schemes. Focuses on business client relationships.
Rachel Fortescue
Director
Manages client portfolios with DipPFS accreditation. Specialises in retirement planning and pension transfers for individual clients.
Tom Crowther
Associate Director
Chartered Financial Planner with BA (Hons) and FPFS qualifications. Leads team training and advanced financial strategy development.
Rachel Smith
Client Operations Manager
Dip PFS qualified manager overseeing client service delivery. Ensures efficient implementation of financial plans and client communication.
Questions
What services do you offer?
We provide personal financial advice, corporate financial solutions, retirement planning, estate planning, and auto-enrolment services.
How are you different from other advisers?
With 40+ years of experience and FCA regulation, we combine market expertise with tailored advice focused on client needs.
Do you offer free consultations?
Yes, we provide a complimentary financial healthcheck meeting with no obligation for all new clients.
Which areas do you serve?
Primarily based in Ipswich, Suffolk, we serve clients nationwide through in-person and virtual consultations.
Are you FCA accredited?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 146449.
How do I schedule an appointment?
Contact us via phone at 01473 408422 or complete our online enquiry form to arrange a consultation.
Reviews (2)
Julian Catt
I use Woodward Markwell for both business and domestic insurance and they have been superb on both counts.
Sarah S.
Just taken out business insurance and we have been very pleased with the knowledge, service and premium we received. Our insurance is not a standard policy and Tony (Mann) has worked very hard to ensure we have the cover we need. Very happy customers. SGS Services.