At Norfolk & Suffolk we are able to advise on all aspects of your financial planning and for those wishing for a review of all areas of your financial situation and goals, we can provide a full holistic financial planning review service.

This can be undertaken for clients at every stage of life and will involve us getting a full understanding of your current financial situation as well as your financial plans and goals and then producing a report in which we will review the suitability of your current arrangements as well as providing advice and recommendations on actions necessary to ensure all your goals are addressed.

Reports can cover your savings and investments, your protection arrangements in case of death, illness or disability, your pensions and retirement planning and any debts that you have including your mortgage arrangements although we do not arrange new mortgages.

The objective of any report is to provide peace of mind and our advice on achieving your financial goals.