Empowering Your Financial Future, One Decision at a Time
At Gracechurch Financial Services, our mission is to provide tailored financial solutions to individuals, providing peace of mind and security for our clients' financial futures. As an independent financial adviser, we offer a broad range of services, including pensions and retirement planning, life insurance, sickness cover, and investment advice.
With over 40 years of combined experience in the financial sector, our team of experts has extensive knowledge and expertise in providing personalized advice and guidance to our clients. Our Managing Director, Paul Cole, has spent his career providing advice to both corporate and individual clients, and has a proven track record of delivering results that meet our clients' unique needs.
Pensions and Retirement Planning
At Gracechurch Financial Services, we understand that planning for retirement is crucial for ensuring a comfortable and secure future. Our pensions and retirement planning services are designed to help you make informed decisions about your financial future. Whether you're nearing retirement or already retired, our expert advice will help you navigate the complexities of pension transfers, annuities, and flexi-access drawdown policies.
Life Insurance
We understand that life is unpredictable, and the unexpected can happen at any time. That's why we offer life insurance policies designed to provide financial security for your loved ones in the event of your passing. Our life insurance services are tailored to meet the unique needs of each client, ensuring that your family is protected and provided for.
Sickness Cover
Sickness cover policies are designed to provide financial support in the event of serious illness or disability. At Gracechurch Financial Services, we work closely with our clients to develop cost-effective policies that provide a regular income or lump sum in the event of illness.
Investments
Our investment advice is designed to help clients achieve their financial goals, whether that's building wealth, generating income, or preserving capital. We offer a range of investment options, from cash ISAs to stock market investments, including unit trusts and investment bonds.
About Our Team
Our team is comprised of experienced professionals with a deep understanding of the financial services industry. With a combined 40 years of experience, we've honed our expertise through decades of providing advice and guidance to clients.
Office Details
Registered Office: 27 Friars Street, Sudbury, Suffolk CO10 2AD
Registered in England & Wales No. 5191698
VAT Number 853929780
Gracechurch Financial Services Ltd is Authorised and Regulated by the Financial Conduct Authority.
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