About Us

Norfolk & Suffolk is an independent company directly authorised and regulated by the Financial Conduct Authority. We have been providing independent financial services and advice to people, businesses, charities and trusts since 1974.

We employ a team of 3 advisers who are “general practitioners”, each of whom has an individual speciality in areas such as taxation, trusts, complex aspects of pensions, investments and funding long term care fees. The advisers are supported by secretarial and technical staff.

Compliance and training are supervised by our own internal compliance team to ensure a consistent high level of service and advice. In addition, we employ external systems for research, training and technical support to enable us to meet the requirements of our clients and their other professional advisers. We act exclusively for our clients and hold their interests first. We work with product providers, banks, stock brokers, fund managers and others, but only on behalf of our clients.

Independent financial advice is very often a necessary element of a solicitor’s or accountant’s service to their clients. Norfolk & Suffolk have been providing this to local firms for many years and regard the activity as a core element of the business. We understand the delicate and confidential nature of this work and pride ourselves on our ability to work in partnership for the benefit of the client. We are committed to providing independent financial services across our local community and not just to a narrow range of individuals. Not everyone will want or need the same level of service and we accommodate differing requirements within our service levels.

40 Years of Sound Advice

Meet the Team

Mike Davies

01502 501922

About Mike

Managing Director

Corporate Financial Planning & Employee Benefits, Pensions and Retirement Planning

Chad Morris

01502 501922

About Chad

Chartered Financial Planner & Director

Advising individuals, trustees and charities, specialising in investments, advising trustees and care fee planning

Phil Ball

01502 501922

About Phil

Independent Financial Planner

General Practitioner and Specialist in Workplace Pensions

Want to know more?

Call us for a friendly chat on 01502 501922 or email: ifa@norfolkandsuffolk.co.uk