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What makes us different?
We are fully independent and have always been fee-based. Our focus is on providing unbiased high quality advice to our clients.
We have specialist qualifications:
- Jeremy Davis are Rebecca Lucas are members of the Institute of Financial Planning and hold the CERTIFIED FINANCIAL PLANNERCM qualification.
- Rebecca Lucas and David Dwyer have the INVESTMENT MANAGEMENT CERTIFICATE (IMC) from the CFA.
- Rebecca Lucas has the STEP Certificate for Financial Services (Trusts and Estate Planning).
35 Finance has its origins in Barr Ellison solicitors in Cambridge, where we have operated since 1997 providing financial services to Barr Ellison's clients. In 2006 we incorporated as a limited company, and in January 2007 we merged with the financial services department of Kenneth Bush Solicitors. We have offices in Cambridge and King's Lynn.
Our background in two firms of solicitors means we have always been fee-based, professional in our approach, well qualified, and completely independent of other financial services providers. It also means we have experience of working at the interface between legal services and financial services.