James Tate Independent Financial Consultants

Independent Financial Adviser The Studio, Willow Lodge, Rose Lane, Wickham Skeith, Suffolk, Eye, IP23 8LU
First meeting at adviser's own cost
Response rating
FCA verified
17th June 2019
We can advise you on
    • Equity release
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • 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
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Long term care
Meet our advisers
Peter Cox
Certified Financial Planner
Where to find us

The Studio, Willow Lodge, Rose Lane, Wickham Skeith, Suffolk, Eye, IP23 8LU

Make an enquiry
About us

Established in 1992, James Tate offer a comprehensive and personal financial planning service.

We specialise in investments and retirement solutions for clients approaching or in retirement.

We also advise on long term care and equity release.

All recommendations are based on your individual requirements and circumstances.

Please call Peter Cox on who will be pleased to provide you with further information on the service we offer.

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

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