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About Us
Seago Butler Stopps Financial Services have been offering financial advice and guidance to clients throughout the Sudbury area since 1998, when experienced financial advisor Rob Butler decided to start his own business.
“We help people of all ages and backgrounds with a variety of financial solutions,” said Rob, who has over 22 years ‘experience in the financial services industry.
“This can include Mortgage advice, Critical illness and Income protection cover, Life assurance, Equity release and Savings, as well as Business protection and Corporate financial planning for our business clients.”
For those approaching or enjoying retirement, Rob and his experienced team can also offer independent advice on retirement planning, investments and regular income products.
Rob receives a number of referrals from other IFA firms, Accountants and Solicitors particularly in the area of equity release specialist for the elderly
“Our independence is important to us because it means we are not tied to any one supplier or provider, so we can offer truly bespoke solutions from across the whole of market,” he added.
“We tailor our recommendations to each individual, looking at their own financial situation to provide the right solution for them.”
This can include maximizing savings potential, or even planning for school fees in the future. “It can also be important to have a regular financial health check to make sure your money is working as hard as possible at all times, our emphasis is on advice rather than product sales, our objective is to provide initial and ongoing advice to clients and are happy to arrange an initial no obligation meeting with potential clients “ Rob said
“What many clients like is that we don’t just take care of their current finances, but look at their future too.”
Specialist advice
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.
We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.
A free consultation, without obligation
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
We are available to meet in person at our offices or if an after office hours appointment is more convenient then we are more than happy to accommodate home visits.
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Group Protection |
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Seago Butler Stopps Financial Services Ltd |
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Group Pensions |
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Commercial Mortgages |
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Shareholder Protection |
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Key Person Protection |
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Group Stakeholder |
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Estate Planning |
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Educational Fees Planning |
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Residential Mortgages |
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Pension choices at Retirement |
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Lump Sum Investments |
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Individual Protection |
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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