Compass Independent Financial Services Ltd

Independent Financial Adviser 34 Ashburnham Way, Suffolk, Lowestoft, NR33 8SJ
FCA verified
13th August 2018
Truly independent advice without the jargon, designed to satisfy your needs............... Call David today on or
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • Regular savings
    • School fees planning
    • Estate planning
Meet our advisers
adviser-person
David Bullard
Independent Financial Adviser
Where to find us
About us

We have 6 fully qualified advisers covering Norfolk & Suffolk, providing expert advice to clients in the comfort of their own home. Our head office is based in Blofield on the outskirts of Norwich.

Established in 2001, Compass is an Independent Financial Advisers practice. But more than that, we are a team of people passionate about what we do and dedicated to building long-term relationships with our clients.

What this really means is that we’re biased in your favour, so whatever you’d like to do with your money, we’re here to help you make the most of it.

Our services

We would love the opportunity to improve the performance of your investments, savings or pension and we will provide you with an hour initial discussion for free (at our cost). Give us a try.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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