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

This can be carried out for clients at every stage of life and will involve us getting a full understanding of your current financial situation along with your financial plans and goals and then producing a report which reviews the suitability of your current arrangements as well as providing advice and recommendations to ensure all your goals are addressed.

Reports can cover your savings and investments, your protection arrangements and estate planning 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 you with peace of mind and to outline our recommendations to achieve your financial goals.