Manage life's changes

Invest a lump sum

The receipt of a lump-sum can transform your financial circumstances. Be it an inheritance, a divorce settlement or the payment of a pension commencement lump sum, the sudden injection of wealth requires a unique investment approach.

We will work closely with you to establish your goals. Our wealth management team will recommend options tailored to your needs and put plans in place to achieve your desired outcomes.

For more information about our services, simply complete our enquiry form, send us an email or call our Cambridge office on 01223 720208 or our Norwich office on 01603 692732.

We take the time to understand your underlying objectives and help you reach your financial goals
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