35 Finance Charting a course to financial security for our clients.
35 Finance provides financial planning, investment planning, retirement planning, and estate planning to our clients. We are independent financial advisers with offices in Cambridge and King's Lynn, and we offer cross-border services to expatriates living in France and Spain. For more information please look under the headings 'About Us' and 'What We Offer'.
We are fee-based 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.
You can find out more about our qualifications under the heading About Us, Our People. We work as a team and so we are able to provide the right level of expertise whatever your needs. Our specialisms include Trust and Estate Planning, Retirement Planning, and Education Funding.
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. There is detailed information on the restrictions for high earners on the tax relief available for pension contributions that were confirmed in the Budget 2010, and the implications of the Emergency Budget 2010.
Have a look 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 Summer Newsletter to clients for our views, including comments on the Emergency Budget 2010. We also include a special section under the News section for solicitors and accountants, including topical items such as the taxation of trusts.
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 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.
