Welcome to our website
We are an independent financial adviser firm (ifa) based in Norwich and serve the needs of our clients who are predominantly in Norfolk, Suffolk, Cambridgeshire & Essex. Being independent means that we are impartial and offer advice from across the whole market place to ensure that you get the very best solutions.
We advise on all aspects of personal financial planning, but most especially Investments, ISAs, Income Bonds, pensions, secure income in retirement, estate planning (IHT) and long term care. (LTC). Our clients are mainly individuals. All of our advisers are qualified in the areas within which they advise and many hold higher level qualifications in specialist areas of advice.
Financial security seldom happens by chance and our aim is to help you make the right financial decisions so that you enjoy financial security and peace of mind.
When it comes to financial planning, you want a personal service. All independent advisers claim to offer “expert advice”, but very small firms just cannot do this. Financial Planning is so complex nowadays that no one person can possibly be expert in everything. Our advisers are specialists, so whatever your need, simple or complex, someone in our team will be able to assist you.
Researching the Options. There is no single simple solution to all financial needs and even for us keeping up to date with the options and analysing them can be a daunting task. We use the most sophisticated computer research systems available to help select the solutions and products that are right for you.
We have recently made several improvements to our website, adding calculators to review your investment, pension & protection needs, Client TV providing fund manager interviews, as well as informative financial newsletters, news feeds & stock market data.
We are always trying to improve our website for our clients and professional connections and we would welcome your feedback on how you feel our website could be improved or indeed what other services or information we could include to help you. If you do have any suggestions please e-mail us or use one of our enquiry forms.