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What we offer

Financial Planning

We will work with you (and other trusted professionals) to create a Financial Plan.

We will review the financial plan on an agreed basis, to ensure you are on track to achieve your objectives.

We will deliver this service by using the latest financial planning solutions and leading edge technology.

Wealth Management

Our service can help you:

  • Maximise tax efficiency
  • Secure discounts on administration charges for many investment funds
  • Achieve your investment objectives
  • Provide a consolidated view of your portfolio
  • Simplify the administration of your investments
  • Make changes quickly and cost-effectively.

The Financial Services Authority does not regulate taxation, tax planning or trust advice. Levels and bases of, and reliefs from, tax are subject to change.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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

35 Finance Ltd, IFA, financial advisers, financial advisors, expatriate pensions, expatriate, Independent Financial Advisers, financial planning, investment portfolio management, pensions advice, Trust Review service, fee-based financial advice, Cambridge, Kings Lynn, UK