Our Norwich Office Hub

When times are confusing or overwhelming, we all need help, the same applies to your finances and lifestyle planning. Our dedicated and independent IFAs are waiting to help you plan for whatever life throws at you.

This is why our Norwich Hub has a panel of Independent Financial Advisers ready to discuss your financial needs in a variety of topics from care, retirement, investing, saving or insurance. Whether you are taking the long-view and planning early or are worried about maybe leaving it a little too late we can help.

Our Norwich Office Specialisms

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p>Our dedicated team of IFA’s in Norwich possess many skills you’d expect from qualified financial advisers of which these specialisms include;

• Pension advice – whether you need to amalgamate, transfer, combine or withdraw your pension we can help with the right advice and products to suit your individual needs.

• Investment advice – with an ever-wider array of investment platforms, products and practises we can provide you with impartial advice designed to make more of your money.

• Financial Lifestyle Planning – the term coined for those wishing to plan ahead for the lifestyle they dream of and have worked hard for. Whilst this is an approach and not a product, we can draw on our combined years of experience to produce a financial plan as unique as you.

• Inheritance tax advice – with HMRC rules on IHT changing all the time we can advise you on the best course of action to protect your assets and investments within those rules for future generations.

• Protection – we all insure our homes and our cars; however, you need to ensure that you also have sufficient life cover and income protection should the worst happen. As this is a very competitive market you need to ensure that you are not paying too much for your existing life cover, income protection or healthcare insurance.

How we do it

When you call or request a call-back, we will ask you on your plans and the areas of advice you require, it’s very relaxed and we only need to know estimates in terms of time, investment or asset values as well as your future plans. The next step is to offer you a free consultation to run-through the process, to discuss how we work and what we will produce for you as well as discuss any fees.

Where we serve

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p>From our base in Norwich our IFA’s are able to service the wider Norfolk area whether face-to-face, via telephone, or video call to suit your lifestyle.

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