Toucan BFP Wealth Management Ltd provides clear, professional advice on pensions, investments, inheritance tax and later-life planning. With Chartered status and a strong local team, they offer a personal service backed by years of experience.

Chartered Financial Planning in Sudbury

Toucan BFP Wealth Management Ltd, led by Chartered Associate Joel Runnels-Moss, helps individuals, families and businesses plan for the future with confidence. With over 25 years of experience in the financial services industry, Joel offers practical advice that makes complex financial decisions easier to understand.

Services Tailored to You

Toucan’s aim is to provide advice that reflects each client’s needs and circumstances. An initial meeting is offered at no obligation, giving you the chance to talk through your goals before making any decisions. Appointments are flexible and available in a convenient town centre location.

Services include:

• Pension and retirement planning
• Investment planning and portfolio management
• Inheritance tax and estate planning
• Later life planning
• Life, critical illness and income protection
• Business financial planning

Why Choose Toucan?

Toucan’s approach is centred on making financial planning straightforward and accessible. Clients benefit from:

• A Chartered Associate
• Expertise in pensions, investment and inheritance tax planning
• 25 years of experience in financial services
• Face-to-face meetings in a town centre office
• No obligation initial meetings
• A dedicated support team for accurate and timely processing of information
• Flexible appointment times
• A team of local people who are committed to helping local people manage their funds

Community Focus

Toucan BFP Wealth Management Ltd also supports the local community through sponsorship of youth football teams, including Hadleigh Girls Under-12s and Under-13s and the Boxford Rovers Under-18s.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. 

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

SJP Approved 2/10/2025