Norfolk & Suffolk Chartered Financial Planners

Established in 1974, we are a firm of chartered financial planners offering a comprehensive financial planning service. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability.

Norfolk & Suffolk specialise in providing independent, whole of market advice, on all areas of financial planning to individuals, companies, trusts and charities. The principal services that we offer are:

■ Investments
■ Pensions and Retirement Planning
■ Protection - including mortgage, family and business protection
■ Equity Release
■ Trusts and Gifts
■ Long Term Care Planning

We operate throughout Norfolk and Suffolk (and often further afield). Clients are welcome to visit us here at our offices, and we are happy to see clients in their homes or their places of work and there is no charge for the first meeting to see if we can help you and if you wish to work with us. Prior to undertaking any work we would explain to you in writing the cost of our services and the options as to how our costs can be paid.