Investments & Pensions

Ruth Wade

FCA Number: RLP00002

Retirement Planning Financial Planning Mortgage Protection

Money + Mindset + Mentor. I provide financial planning with purpose, working with families, company directors and business owners to build secure financial futures. With over 28 years as an IFA, I work online or face to face with clients across Suffolk and Essex, offering straightforward explanations so you can make confident life‑stage decisions. Many see me as a financial friend and trusted adviser — someone who listens, simplifies jargon, and creates real‑life plans that evolve with you. My expertise spans retirement planning, investments, business exit strategies, insurance, wills and power of attorney. Business & Workplace Financial Advice - I deliver financial education, review employee benefit plans and create financial wellbeing strategies for employers. I take a person‑centric approach to delivering supportive advice. I hold recent qualifications in Understanding Autism, MHFA & NLP, which reinforce my focus on financial education, inclusion, communication and wellbeing.

10 out of 10

4 verified reviews on

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Debbie Joyce

FCA Number: DXJ00351

Pension Planning Retirement Planning Personal Protection

As an Independent Financial Adviser and Planner, I’m committed to providing personalised, strategic financial guidance to help clients achieve their goals, whether it’s securing a comfortable retirement, optimising investments or protecting financial futures. Lifestyle financial planning should be a partnership between adviser and client and just some of the areas I cover for personal and corporate clients include: Pensions, Investments (ISAs, Bonds and GIAs), Trusts, Equities, IHT Planning, Annuities, Protection Policies, Private Medical Policies and Employee Benefit Packages.

9.9 out of 10

5 verified reviews on

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Anthony Aikulola

FCA Number: AXA04173

Pension Planning Retirement planning Investing

After a successful career in retail management for major multinationals, I made a leap into financial planning, bringing a sharp eye for detail and a genuine passion for helping people plan ahead. Apart from a level 4 Diploma on Financial advice, I hold a level 6 qualification in pension advice and planning. I specialise in guiding clients through retirement planning with clarity and confidence. Outside of work, I am in church, on a tennis court or in deep concentration over a game of scrabble.

Jack Holland

FCA Number: JXH03396

Pension Planning Retirement Planning Financial Planning

As an Independent Financial Adviser, I deliver comprehensive pension, investment, and wealth management solutions tailored to secure your long-term financial goals. I focus on building trusted, enduring client relationships by providing expert, independent planning across: -Wealth & Retirement: Pensions, Investments, and Estate Planning. -Personal Protection: Life, Critical Illness, and Income Protection. -Business & Health: Corporate Protection and Private Medical Insurance.

Lee Stunell

FCA Number: LXS00476

Pension Planning Retirement Planning Business Protection

Hi, I’m Lee, an independent financial adviser based in East Sussex. Before moving into finance, I spent over 20 years in commercial refrigeration as an engineer and business owner. Like many people, I wasn’t always sure what to do with my money or who to trust for advice. The guidance I received gave me clarity and confidence, inspiring me to retrain and help others do the same. Today, I provide clear, straightforward financial advice to individuals and businesses across the UK. I review existing arrangements, research suitable options and highlight opportunities to grow and protect your wealth. I can also provide ongoing advice to help keep your plans on track. I listen first, take time to understand your situation and explain your options without unnecessary jargon. Whether you’re planning for retirement, reviewing your finances or protecting what matters most, my aim is to help you move forward with confidence.

Simon Lees

FCA Number: SXL00947

Protection Investments Pensions

My name is Simon Lees and I specialise in helping business owners and recruitment professionals take control of their financial future. Many of my clients have spent years working hard to build successful careers and businesses but often haven't had the time to create a clear financial strategy. That's where I help. Through financial planning, cashflow modelling and ongoing coaching, I help clients answer important questions such as: When can I afford to retire? Am I saving enough? How can I reduce financial stress? What does financial independence look like for me? How can I make better decisions with my money? I believe financial planning should provide clarity, confidence and peace of mind. My goal is to help every client understand their options, make better financial decisions and focus on enjoying life rather than worrying about money. As an independent adviser, my recommendations are always based on what is right for my clients, not restricted products or providers.