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
7.0/10
FCA verified
13th August 2018
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
adviser-person
Stephen Tomlinson Dip PFS Cert CII (MP & ER)
Director
Where to find us
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)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0

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