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Up-to-the-minute financial news from various sources

Financial Planning

Investment Planning

Retirement Planning

35 Finance provides financial planning and wealth management to our clients. Our objective is to help our clients achieve financial security, and because one of us is keen on sailing, we use boats to illustrate this.

We are fully independent financial advisers with offices in Cambridge and King's Lynn (our firm), and we offer cross-border services to expatriates living in France and Spain (Tax Planning for Expatriates). 

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. 

We work as a team (our advisers), and so we are able to provide the right level of expertise for your needs.  We provide Financial Planning (including Education Funding, Retirement Planning, Inheritance Tax, Trust and Estate Planning, and Long Term Care Planning); and Wealth Management (Investment Planning), advisory portfolio management).

Our clients include working people, saving for education and eventual retirement (Services for Individual); business people, requiring advice on Pensions and Employee Benefits, Tax-Efficient Investments and wealth management; people who are retiring or have retired, requiring advice on their pensions and investments (Retirement Planning); divorcees, requiring advice on pension sharing (Pensions) and investments; retired people wanting to reduce inheritance tax, and trustees, requiring advice on trust investments (trusts).

For our latest views, have a look at Twitter and LinkedIn, which you can access to the right of this page.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. We also include a special section under the News section for solicitors and accountants, including 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.

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.