Family Finance Centre

Independent Financial Adviser The Old Bakery, 4-6 London Road, Wrentham, Beccles, Suffolk, NR34 7HE
First meeting at adviser's own cost
Response rating
FCA verified
25th March 2019
We are an established financial planning company with over 50 years experience between the financial advisers
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Stephen Tomlinson Dip PFS Cert CII (MP & ER)
Where to find us

The Old Bakery, 4-6 London Road, Wrentham, Beccles, Suffolk, NR34 7HE

Make an enquiry
About us

Steve and David have over 50 years experience between them, they decided to no longer offer advice on product types they considered to be too complex/high risk for the vast majority of their clients. They believe their clients are almost always better served by using mainstream investment products that are suited to their needs. A list of product types we will not provide advice on is supplied during our first meeting.

Our services

We offer a unique bespoke traditional service to all clients whether it is for pensions, investments or equity release

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 6.63 mi
Professional, Honest & Truly Independent Financial Advice without the jargon! We pride ourselves on excellent customer service.
Independent Financial Adviser 6.96 mi
We are Chartered Financial Planners, providing a professional, comprehensive service, with competetive charges.
Independent Financial Adviser 7.36 mi
Award-winning Chartered firm, caring for clients’ present and future finances, whatever life throws at them. Excellence is our watchword.
Independent Financial Adviser 7.5 mi
Put us to the test, we are confident we can make a real difference to your finances.