Family Finance Centre

Independent Financial Adviser  The Old Bakery, Beccles, Suffolk, NR34 7HE
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FCA authorised
Last authorised 14th June 2021
We are an established financial planning company with over 50 years experience between the financial advisers
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Income tax
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Taxation planning
Meet our advisers
MR Stephen Tomlinson Dip PFS Cert CII (MP & ER)
Director
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

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

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

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