Financial Services

Ballams Financial Services Limited was established to provide Ballams Chartered Accountants clients with a reliable and professional independent financial advice service.

The company is a joint venture between Ballams Chartered Accountants and Sigma Asset Management who have many years of experience of providing high quality independent advice.

The aim of the joint venture is to provide both existing and new clients with high quality financial advice covering all aspects of Life, Pensions and Investments and Mortgages.

Because of the wide range of products and providers in the marketplace there is a great need for independent advice. Often if clients are provided with financial products through their banks they have not compared all of the products available elsewhere. As a provider of truly independent advice Ballams Financial Services Limited use specialist software packages to provide an overview of the whole marketplace and offer advice on which are the best products and providers for their clients.

Some of the areas upon which Ballams Financial Services Limited advises are:

  • Stakeholder pensions
  • Group Personal Pension plans
  • Directors Pension plans
  • Self Investing Pensions
  • Key Man Cover
  • Retirement Options
  • Lump sum investments
  • Employee Benefits
  • Inheritance Tax Planning
  • Life Assurance
  • Critical Illness Cover

Should you have any financial services requirements please do not hesitate to contact James Randall at james@sigmaifa.com or on 01206 233177.

Ballams Financial Services Limited is an appointed representative of Sigma Asset Management Limited which is regulated by the Financial Services Authority.

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Ballams, Crane Court, 302 London Road, Ipswich, Suffolk IP2 0AJ