Financial planning

Cunninghams is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

In addition to this we have teamed up with three firms of local financial advisors who we are pleased to liase closely with in connection with providing you with Independant Financial Advice.

  • Individual Savings Accounts (ISA's)
  • Personal Pensions
  • Stakeholder Pensions
  • Corporate Pensions
  • Life Assurance
  • Inheritance Tax Planning
  • Lump Sum and Regular Investments

We will be pleased to arrange an initial meeting with the advisor of your choice.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01502 562326. Or if you would prefer, ask us a question online.

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Cunninghams, 61 Alexandra Road, Lowestoft, Suffolk NR32 1PL