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Protecting you and your estate

Whatever needs you may have, an appropriate solution can be found. With the vast knowledge and experience of our Advisers in this area of financial planning you can be confident that we are the right people to assist you. Protection is a multifaceted area in which several options need to be considered when looking to protect yourself and your family.

See below for a list of our services:

  • Inheritance Tax Planning
  • Protection Planning
  • Later Life Planning

  • School or University fees planning
  • Income Protection

  • Managing your Inheritance
  • Trust Planning *

* Trusts are not regulated by the Financial Conduct Authority

7 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
abbeygatewm@sjpp.co.uk

Registered in England and Wales
Company No.06803554

Abbeygate Wealth Management Ltd is an appointed Representative of respresents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St James's Place 'Partnership' and titles, 'Partner' and 'Partner Practice' are the marketing terms used to describe St. James's Place Wealth Management representatives.