Scrutton Bland Financial Services Ltd

Independent Financial Adviser  Fitzroy House, Ipswich, Suffolk, IP1 3LG
First meeting at adviser's own cost
As Chartered Financial Planners we provide truly independent and impartial financial advice from highly qualified financial planners.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR James Wright DipPFS
IFA

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Matt Merchant DipPFS
Independent Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

MR Neil Hewitt
Director/IFA

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations
Certified Financial Planner Chartered Financial Planner
MR Grant Buchanan
About us

Scrutton Bland Financial Services Ltd are Chartered Financial Planners. When it comes to managing your wealth and achieving your financial objectives, you need an adviser that you can trust.

From helping you to understanding your current financial position to finding ways for you to prosper, we will be with you every step of the way. Our areas of expertise include Pensions, Trust Investment, Personal Investment, Financial Planning and Inheritance Tax.

Within our team we have Chartered Financial Planners who have also qualified as members of STEP (Society of Trust & Estate Practitioners). We also have Resolution accredited Financial Planners who are recognised as specialists in providing financial advice in areas of family disputes (i.e. pensions and divorce).

Our services

Being independent means we are not restricted by ties or commissions, we access the whole of the market to ensure that we put our clients first. Our friendly team of advisers will spend the time with you to understand what your wealth management objectives are and to create a financial planning strategy to help you meet them.
Making decisions on personal financial matters can be complex. Our aim is to build relationships in order to work with you in the medium and long term, supporting you in protecting your wealth and growing your investments.

Where to find us
Head office address: Fitzroy House, Crown Street, Ipswich, Suffolk, IP1 3LG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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