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Sound Financial Planning

Call us on 01223 35 1856
or email us at


35 Finance

8 Wellington Court
Cambridge
CB1 1HZ

T: 01223 35 1856
F: 01223 35 1848
E: advice@35finance.co.uk

Also at:

13 New Conduit Street
King’s Lynn
Norfolk
PE30 1DE

T: 01553 771968
F:01553 774306

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Testimonials

Please read our testimonials that have been written by our clients. Paper copies are available from our office.

The staff at 35 Finance, Kings Lynn are very helpful and put your mind at ease over anything.  Very friendly and courteous.

Mr and Mrs Male, Kings Lynn

Courteous and knowledgeable advice with plenty of time for consideration of available solutions.

Dr P Konczalik, Cambridge

I received a courteous and personal service from 35 Finance that was responsive to both my needs and my ignorance of financial matters.

Professor A Dickinson, Cambridge

Thank you for all that you and your assistant have undertaken on my behalf.  If I have any opportunity in the future to recommend your company I will have no hesitation in doing so.

A Client , Kings Lynn

35 Finance gave excellent service on switching my pension into a SIPP.  They have a good grasp of clients risk profiles and suitable investment strategies, including an imaginative approach to provide diversification in difficult markets. I would srongly recommend Jeremy Davis and his team.

Mr JRM Wheel, Cambridge

Busy people like me are pleased when experts like you take on the responsibility of managing investments and can give advice on best returns on savings, pensions, giving to offspring, charity donations etc. 35 Finance Ltd could simply make life easier for high net-worth individuals

David Ball, Bury St Edmunds

I will use you again in the future

Mrs Ann Neale, Cambridge

i) I would not hesitate to recommend you to anybody needing financial help.

ii) Friendly, courteous and efficient.

Mr G. Johnson, Swaffham, Norfolk

You were just what we wanted and everything we needed.  Thank you.

Mr C. Brooksbank, Heacham, Norfolk

Thanks for all your advice and help.

Mr M Williamson, Yate, Bristol

When I walked into Mr. Malkins office I had no idea what the papers referred to, he explained everything and sorted everything out to my advantage.

I have already recommended 35 Finance to close friends and family.

Mrs L McLauchlan, Kings Lynn, Norfolk

The atmosphere was very good. Advice and service 1st class, overall a very satisfactory service.

Thank you David and staff.

Mr. N. Plaice, Kings Lynn, Norfolk

I have no hesitation whatsoever in recommending 35 Finance, who recently advised me on an urgent pension matter and consequent financial issue, which included various investment options.

The service I received was exemplary, firstly from appreciation of my situation, through giving easy-to-understand advice using plain English, and following up with clear and concise correspondence, and everything was achieved within a very tight deadline.

The whole experience with 35 Finance was as painless, trouble-free and straightforward as could be.

Miss L Collison, Ely, Cambs

I came close to giving up in the recent turmoil but some sound advice from 35 Finance and after hearing on the radio that unless you needed to buy or sell then the share price is only a number and so capitulation has been averted!

David Noble, Essex

In these days of very unsettled, unpredictable financial matters in which we find ourselves living, it is important to seek the best expert advice available, I was lucky, I found 35 Finance who were absolutely brilliant.

Mrs L Overton, Kings Lynn

Options provided for me in very clear style. Very courteous service and a swift transaction. Thank you

Karen Clegg, Cambridge

I inherited a fortune when my brother died unexpectedly. As a single parent with three children I had been used to a limited income. I knew nothing about investments.  Jeremy Davis has invested my savings for me after discussion.  It is good that 35 Finance is user-friendly and I can phone when I wish.  I am kept up to date with newsletters and statements.  I appreciate being able to park my bicycle just outside the office.

Joan Feijoo Gray, Cambridge

Yet another very satisfied client!  I continue to be greatly impressed with the quality of advice and assistance that you provide.

Peter Fletcher, Cambridge

I am a long standing client of 35 Finance and value the excellent and courteous advice I receive from Jeremy and his team

Penny Payne, Suffolk

The understanding of my needs by Jeremy Davis, together with his advice and recommendations, has proved to be excellent. His continual monitoring and reviewing of my portfolio, information via newsletters, plus ease of contacting, equally excellent! I wholeheartedly recommend 35 Finance to all.

Mr Doug Lewin, Cambridge

The service offered is tailored, personalised and very careful of client interests and specific requirements. The director is always available to give unstinting advice. My fund has been extraordinarily well managed.

Dr Jo Stanley, Cambridge

What I particularly like is that I come to a meeting with 35 Finance, bringing a list of items that I want to discuss, and I discover that you have independently drawn up the same list! If that isnt a good example of undestanding my needs, I dont know what is!

Mrs Jean Harding, Cambridge

I have been a client for three years. I have raised some tricky questions. Jeremys technical knowledge seems to me to be excellent, as does the quality of his market research. The combined result is advice of a high order, delivered with reassuring confidence. From one who has a sceptical view of IFAs, that is praise indeed. I would certainly recommend 35 Finance to a friend; indeed I have recommended 35 Finance to my own daughter.

Mr M Chance, Saffron Walden

wonderful, results producing, gentle hand on the investment tiller (following your nautical theme), ensuring the ship comes home

Karel Tripp, Cambridge

I have known Jeremy for many years, initially as a work colleague and friend, then also as my financial adviser. He has that rare ability to ascertain what my financial hopes (and fears) are and to invest my money in a way that I am comfortable with.

Ms Leigh Watson, Cambridge

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35 Finance is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 449269