East of England
Financial advisers in the East of England
Across Cambridgeshire, Essex, Hertfordshire, Norfolk, Suffolk and Bedfordshire, we match people with FCA-regulated advisers who work with clients in their position.
Advice in the East of England
What people here ask us about
The East of England holds two quite different economies side by side. Around Cambridge and along the routes into London, people work in science, technology and finance, are often paid partly in shares, and face the same high-earner tax questions as their colleagues in the capital. Further north and east, in Norfolk and Suffolk, wealth is more often in land, property and family businesses, and the questions are about succession and retirement.
Whichever describes you, the starting point is the same: an adviser who has seen your kind of situation many times before, and a first conversation that costs nothing.
Share awards and stock options
Tax on vesting and exercise, and a plan for reducing a holding concentrated in one employer.
Commuters into London
Pension contributions and allowances for earners above £100,000, and the tapered allowance above £200,000.
Farming families
Succession and inheritance tax planning now that agricultural relief is capped at 100% on the first £2.5 million.
Retiring to the coast
Bringing old pensions together and turning them into an income that keeps pace with prices.
Across the East of England
Wherever you are, the consultation comes to you
Consultations are held by video, so you can speak to the right adviser from home or from work. We work with people throughout the East of England.
Before you book
Get a feel for the numbers
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Pensions
Retirement calculator
See what your pension could pay you, how it compares with the income you want, and what would close any gap.
Open the calculator -
Inheritance
Inheritance tax calculator
Estimate the inheritance tax on your estate, with the residence nil-rate band, gifts and the 36% charity rate.
Open the calculator -
Tax
Income tax calculator
Take-home pay, your true marginal rate, and what it costs to escape the £100,000 allowance trap.
Open the calculator
Questions
Good to know
I am paid partly in shares. Can an adviser help with that?
Yes. Advisers in our network regularly work with people who receive restricted stock units, options or other share awards. They can help you understand how each is taxed, plan around vesting dates, and decide how much of your wealth should stay in a single company.
Will my adviser be based near me?
We match on fit first: the adviser's specialism and the kind of clients they work with. If you would like someone close by, tell us when you book and we will take it into account. Because consultations are held by video, the right adviser for your situation does not have to be the nearest one.
What happens after I book?
You choose a time, and we match you with an FCA-regulated adviser who works with people in your position. We send you their name, firm and FCA registration so that you can check them on the Financial Services Register, followed by a Microsoft Teams invitation. The consultation is complimentary and you are under no obligation to go further.
Other regions: London, South East, South West, East Midlands, West Midlands, Yorkshire and the Humber, North West, North East, Scotland, Wales, Northern Ireland.
Speak to an adviser in the East of England
Choose a time for a complimentary video consultation with an FCA-regulated adviser who suits your situation.