Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That’s where we can help.
David Rush is the Principal of Guildhall Financial Services which has been established since March 1999. David had previously worked for Sun Life of Canada, Norwich Union, Chartered Trust and Barclays Bank in a Financial Services career already spanning over 25 years. Working with David are Roger Young who is also based in Bury St Edmunds and Steve Carr who is based in Leiston. Together we have over 70 years of Financial Services experience.
David and Roger have both completed their Level 4 Qualifications and maintain their Independent Financial Adviser status. Steve now only advises clients on mortgages and general insurance.
We enjoy many good relationships with other professionals in Bury St Edmunds and Suffolk with many of our clients being introduced to us from the Accountants, Solicitors, Estate Agents and Banks in the Town.
We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:
- identifying your short, medium and long-term goals;
- clarifying precisely what you want from life;
- mapping out your route to get there;
- making easy to understand product recommendations;
- adjusting your plan during significant life changes.
Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you.
If you are thinking about creating and putting your financial plan into action, we may consider things you’ve not. Why not talk it through with us today?