Independent Financial Advice
Having access to an impartial, knowledgeable financial adviser can make the all the difference in helping you to achieve your financial goals. We at 35 Finance Limited are independent financial advisers, so we work for our clients, not a bank or insurance company. We are fee based, not commission based, putting our clients’ best interests first. With us, financial planning is about advice, not products. We have offices in Cambridge and Kings Lynn. Our Cambridge financial advisers Jeremy and Rebecca are highly qualified and each has more than a decade of experience in Financial Services.
Dr Jeremy Davis, former head of Barr Ellison Solicitor’s financial services department is a director and founder of 35 Finance Limited. Many of Barr Ellison’s clients have been advised by Jeremy over the years and Barr Ellison Solicitors still have a controlling interest in the firm.
35 Finance provides expert impartial advice on all areas of financial planning, namely:
- Investment Planning – For individuals and trusts (including ISAs, Trust investments and investing the proceeds of personal injury settlements).
- Later Life Financial Planning – Dealing with power of attorney clients, care fees planning and care fee funding options.
- Pensions – Pension funding, pension transfers and pension income options.
- Estate planning – Working with your solicitor, structuring your investments and pensions to be at their most tax efficient.
- General Financial Planning – Looking at your future goals and current financial position, using cashflow analysis and other tools to advise on the likelihood of meeting these and then providing advice as to steps you need to take.
- Financial Planning for Expatriates – namely helping those resident in Spain and France with their financial affairs. Jeremy has personal experience of being an expat, has an in-depth knowledge of the French and Spanish systems and can speak French and Spanish.
- Financial Planning Advice for Doctors – Rebecca has been a financial adviser for the British Medical Association where she provided financial advice to doctors including NHS Pension advice, income protection and GPs locum cover.
We offer a free initial meeting to enable you to meet with us and see if we can help you. Please call Jeremy or Rebecca at 35 finance on 01223 351856.
Please note that 35 Finance Limited is a separate business from Barr Ellison Solicitors and is not regulated by the Solicitors Regulatory Authority. Consequently, the statutory protections attaching to clients of a lawyer regulated by the SRA are not available to clients of 35 Finance Limited.
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