The place for Independent Financial Advice in Suffolk... financial

Who We Are

Solutions

The Process

Our Solutions

Wealth Management Solutions

  • Lump Sum Investments
  • Income Generation
  • Offshore Investments
  • ISAs
  • Inheritance Tax Planning
  • Trust Planning
  • Tax Planning
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Protection Solutions

  • Life Cover
  • Serious Illness Cover
  • Income Protection
  • Mortgage Protection
  • Medical Insurance
  • Group / Company Schemes
  • Key Man Cover
  • Private Medical Insurance
  • Home Insurance
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Retirement Solutions

  • Personal Retirement Planning
  • In-Retirement Planning
  • Group / Company Schemes
  • Income Drawdown
  • Pension Transfers
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Let Us Future Proof Your Finances

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1. We Listen

The first step we take is listening to you. We do this to understand your needs, wants and current financial situation. This means that all our planning can be done in a logical manner, and ensures a personalised approach.

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2. We Design it

Together, we will design a financial plan that is achievable and will set you on track to obtaining the life you so desire. By setting a plan we can create a clear roadmap to solidify your financial future.

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3. We Action It

The way we help grow your wealth is through calculated investments. We use evidence based and historically proven techniques to help your money work for you.

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4. We Manage it

Ongoing management is just as important as planning. We not only continually manage your investments to ensure your portfolios performance, but we also help our clients approach their finances differently through behavioural coaching.

Testimonials

Address
28D Church St, Woodbridge IP12 1DH
Phone
01394 383628
Mail
info@ofsifa.co.uk