BFP Wealth Management Ltd offers a comprehensive financial planning service for all of your investment planning and protection needs, located in the market town of Sudbury, Suffolk.

With over 30 years of experience in the financial services industry, BFP Wealth Management Ltd is able to offer a complete service to clients in all aspects of financial planning.

They provide personalised face to face wealth management advice to individuals, families and businesses whether your requirement is to build wealth, manage cash and borrowings or protect your wealth against risk.

As a Partner Practice of St. James's Place. BFP Wealth Management can offer a comprehensive range of Wealth Management products and services from companies within St. James's Place as well as from trusted external organisations carefully selected by St. James's Place.

In addition to providing clients with the financial planning that they require; BFP Wealth Management pride themselves on keeping their clients abreast of current market affairs and events that could affect their financial future.

Their Practice promises:

• To offer a long-term trusted relationship with clients, showing distinct honesty, quality, integrity and excellence; which in turn gives peace of mind.
• To provide personal and confidential financial advice.
• To deliver bespoke solutions, tailored to each client’s individual circumstances.
• To ensure client’s interests come first at all times.
• To return all client phone calls within 24 hours.
• To provide clients with full annual financial reviews.
• To deliver a friendly, distinctive and trustworthy service to clients.
• To keep our clients informed on market developments through various marketing materials such as WeekWatch, a bulletin which is Emailed on a Monday and  provides you with a weekly round-up of key events in global markets and economies, as well as the latest personal finance news, and the quarterly Investor magazine.

Michael, Lisa and Liz would be delighted to hear from you with any of your financial planning needs.

Meet The Team

Michael Hatton DipPFS

DipPFS

Michael has been in the financial services sector for over 35 years. His experience enables him to provide a great insight for clients and his knowledge within the financial sector enables him to help clients fulfil their financial goals.

Lisa Thomas

Lisa, an administrator with over 20 years experience in similar administrative and customer-facing roles, joined the team in 2016.

Lisa is married to Mark and has 2 sons who keep her busy travelling around the counties playing cricket and rugby.

Liz Gentle

Liz joined the BFP Wealth Management team in 2018 after a successful career spanning many years in the insurance industry working for both local and nationally recognised insurance company.

Liz has two children who she loves to travel with and particularly enjoys cruises.

BFP Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place (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 the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

 SJP Approved xx/xx/xxxx