35 Finance provides financial planning, investment portfolio management, pensions advice, and a Trust Review service to our clients. We have offices in Cambridge and King's Lynn, and we offer cross-border services to expatriates living in France and Spain. For more information on our services, please look under the heading 'What We Offer'.
We are fee-based independent financial advisers, and so unbiased by considerations of commission. Our approach is professional and friendly, and our focus is on providing excellent service and investment performance for our clients. There has been a lot of media coverage recently about the changes to be introduced by the FSA from 2012. We have always been fee based, professionally qualified, and completely independent, and we comply with and support the changes that are being introduced. You can find out more about us by looking under the 'About Us' heading.
There is a lot of information available under the 'Financial Planning' heading. You will find a description of the financial planning process we use, and detailed information about the different types of assets available for investment.
Have a look also at the 'News' section, where you will find the latest financial news from Citywire and other well-known sources. On the 'Our News' page you will find our newsletters and information about events. Have a look at the April Newsletter for information on the tax changes in the budget. There is a profile of our company in New Model Adviser 20 April 2009 edition, and a video interview with Jeremy Davis which you can find on www.citywire.co.uk/adviser on the features tab (adviser profiles) and videos tab. The latest interview is from the SIFA Conference and is entitled 'Carving a Marketable Niche'.
Under Useful Links, you will find the Moneyfacts pages with the Latest Rates available from different providers. If you obtain a login, there is still more information available to clients or potential clients, in the form of factsheets.
Our name symbolises the stages of life when you might seek advice: 35 months or years old, 35 years of marriage, 35 years of working. Whatever age or life stage you are at, we will be delighted to help. You may wish to look at the Life Stages page by following the link from this page.
Our objective is to help our clients achieve financial security, and because one of us is keen on sailing, you will find we sometimes use boats to illustrate this, including our logo.
We hope you find the web-site informative, and if you have any comments please don't hesitate to contact us. We make every effort to keep the information on the site up to date and accurate, but we cannot be held responsible for any errors or omissions.
