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Financial Planning Made Simple - 01502 501922

Founded in 1974, we are independent financial advisers, which means we can offer advice on financial products from the whole market. The principal services that we offer are:

Investments

Pensions and Retirement Planning

Mortgages

Protection - including mortgage, family and business protection

Equity Release

Trusts and Gifts

Long Term Care Planning

We provide independent financial services and advice to people, businesses, charities and trusts. Based in Lowestoft in Suffolk, 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.



     
    Regulatory Statements

    Authorised and Regulated by the Financial Services Authority.

    Registered in England and Wales Company No. 118330.

    Registered Office:
    3 Quay View Business Park, Barnards Way, Lowestoft, NR32 2HD

    FSA Firm Number: 115187

    Telephone : 01502 501922

    Email : ifa@norfolkandsuffolk.co.uk




    The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

    To visit the FSA consumer website - The Money Advice Service - please click here

    To verify our status with the FSA, click here and key in our FSA number: 115187


     
    3 Quay View Business Park, Barnards Way, Lowestoft, NR32 2HD - Telephone : 01502 501922