Kings Lynn office - 01553 771968
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.
Our office in King's Lynn is in New Conduit Street next to Kenneth Bush Solicitors, who are shareholders in our company and with whom we work closely. We also work with other solicitors in the North Norfolk area, and specialise in providing advice that is complementary to legal advice, particularly in the areas of Wills and Probate, Matrimonial, Personal Injury, and Commercial.
We are fully independent financial advisers (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, Trust and Estate Planning, and Long Term Care Planning); and Wealth Management (Investment Planning).
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; trustees, requiring advice on suitable investments (trusts).
Have a look at the Financial 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.