We’ve built our reputation on providing the very highest levels of independent financial advice to our customers across Norfolk. Our clients become clients for life because our service is about planning for life, not the odd isolated event. They trust us to help them negotiate every stage of their life and put the right plans in place to protect themselves, and their loved ones.
Because we’re independent, clients can feel secure in the knowledge that whatever advice we recommend it will be backed by the product which best suits their needs, sourced from the whole market.
The biggest compliment we get from our clients is when they tell us how much they enjoy popping in to speak to us. How many other people can say that about visiting their financial adviser? We work together as a team to provide the best possible service to every one of our clients. Our Support Team are just as important as our Consultants. It’s their hard work, talent and personality that helps keep our customers happy.
And we stand by our overriding ethos. Financial advice really is at its best when conducted face to face. That’s why we encourage customers to drop in to the office and say hello.
What we do
We offer a wide range of financial planning services. That makes our clients’ lives easier as they can have all their financial concerns cared for under one roof.
Deciding how best to invest money is a significant task. With so many options available to clients and so many uncertainties, the challenge of choosing the right solution can be daunting. Our job is to eliminate as much of that uncertainty as possible and to work with customers to identify the most appropriate route to help achieve a customers financial goals.
We help our clients with all aspects of pensions; including pension reviews and enrollment for both individuals and businesses.
We offer a wide range of general insurance products for both individuals and businesses, including: health, motor, household, contents, travel and pet. We also advise clients on Income Protection and Life Insurance.
From time to time, opportunities arise for a new member to join our team. This includes the chance to join us as an apprentice where you’ll get training on the job, earn a salary with paid holidays, and gain qualifications. We’re passionate about giving you a career path not just a job. Your success is our success.
Let’s put some common misconception to bed:
- It’s not all about numbers and calculations!
- We don’t knock on people’s doors asking for money!
It’s all about people:
- We speak to the lovely people who are our clients daily
- We get the opportunity to meet some of our clients when they come into the office, when we go out with the consultants, and sometimes even on a social basis
- We gain valuable knowledge which we can use for our personal benefit, as well as being important in our day to day work
- We have fantastic relationships with our colleagues, consultants and company representatives
- Every day is different
Find out more about joining our team and the opportunities available on our careers page.