Compass Independent Financial Services Ltd

Independent Financial Adviser  34 Ashburnham Way, Suffolk, Lowestoft, NR33 8SJ
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FCA authorised
Last authorised 20th September 2021
Truly independent advice without the jargon, designed to satisfy your needs............... Call David today on <phone number hidden> or <phone number hidden>
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR David Bullard
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

34 Ashburnham Way, Suffolk, Lowestoft, NR33 8SJ

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