We are a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses throughout East Anglia and beyond. Our administrative bases in Braintree and Hertford provide top quality technical and research support to a growing team of experienced advisers.
Our origins go back to 1979 when we were known as Wingham Wyatt Financial Services. In 2022, Stafford Wealth Management also became part of us.
Our team can demonstrate almost a century of experience in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensure our clients receive a quality of advice which is second to none.
We provide financial planning advice to individuals, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own financial goals.
As whole of market advisers we have access to all available financial services solutions and are able to identify those that best suit our client’s current needs and circumstances. From the first meeting to putting a plan into action, we keep our client’s best interests at the centre of everything we do.
The Financial Conduct Authority does not regulate Taxation and Trust Advice.