Churchgate Accountants Limited

Independent Financial Adviser 18 Langton Place, Bury St Edmunds, Suffolk, IP33 1NE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th September 2018
We provide a personal service for all of your financial planning, tax and accountancy needs.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Buy to let
    • Remortgage
    • Residential
Meet our advisers
Alwyn Evans MENG CFP AIFP FPFS
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Robin Jackson FCA CTA
Director
Charlotte Wilson
Financial Planner
Where to find us

18 Langton Place, Bury St Edmunds, Suffolk, IP33 1NE

Contact us
About us

Churchgates is an experienced and approachable accountancy, tax and financial planning practice based in Bury St Edmunds, Suffolk, and Huntingdon, Cambridgeshire. Providing professional, value for money financial planning and accountancy services to both businesses and individuals, Churchgates cover the whole of the East of England and beyond. We pride ourselves on our ability to offer an all-round service to our clients, including investment and pensions advice, tax planning and tax returns, estate planning and trusts and accounts and business advice for individuals, sole traders, partnerships and companies.

Our services

Churchgates offer a unique wealth advisory service. We believe that in order to provide the best solutions for our clients financial planning advice should be given alongside a full understanding of tax and accountancy positions. We provide advice on all of our clients assets and not just their investment portfolios.

We are independent advisers and our advice is given on a fee basis. Our relationship lies solely with our clients and we are not influenced by any product providers. Our aim is to build long term trusted relationships with our clients, helping them through all stages of their life.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£125,000

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