Iceni Financial Advisers Ltd

Independent Financial Adviser  Iceni Financial Advisers, Norwich, NR8 6RL
First meeting at adviser's own cost
We are an award winning IFA. We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th December 2021
Meet our advisers
MR Joseph Dunn CeMAP DipPFS
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I have known Joseph for nearly ten years. He has helped me buy a number of properties, arranged my life cover and a pension for me. I have always found him to be very honest and helpful. Do follow his advice you won't regret it!
Dr TLR, Norwich
“I applied for two buy to let mortgages through Joe and the whole process was handled superbly. He knows all of the products intimately and was able to explain very clearly the pros and cons of the various deals on offer. I would have no hesitation in recommending Joe to fellow clients.”
Mr J Reed, Norwich
Mortgage. Joseph Dunn helped me to set up pension scheme, mortgage and insurances.
Tatyana, Cambridge
Moving House. Arranged a very competitive mortgage and life insurance cover. This was done quickly and efficiently, communication was excellent through out.
Matthew, Norfolk
Buying a house. Mortgage and home insurance. yes worked out perfect.
Neil, Suffolk
We have needed mortgage advice 3 times over the past 5 years . Joe has always been quick to respond and has seen us urgently when time has been short. He has focused on our personal and sometimes unusual needs and given excellent advice. We wouldn't go anywhere else . Timely, personal needs and superb advice. Yes definitely.
Beverly, Norfolk
we needed a re mortgage for an extension and had no help from our bank so we turned to Joseph. he was excellent in explaining options that we could use giving us all the information we needed to make the decision. clear and concise , easy to understand and a calm professional attitude which is helpful when going through a stressful financial deal. we got a great deal , better than we had hoped , managed clearly for us with an option to track the process from proposal to acceptance and money in the bank. This all happened in the time scale required and promised.
Robert, Norwich
Just sold our properties overseas and was looking for ways to reinvest. Joe was very helpful, friendly and offered several options. He also make house visits which was nice. Would definitely recommend.
James, Norwich
Investments, pension and mortgage. Invested savings on my behalf into a stocks and shares ISA. Previously set up a mortgage and is currently advising us on company pensions. Yes - All positive returns on my investments. Great deal on mortgage.
Shaun, Norwich
I needed a mortgage to settle my divorce. He offered advice, support and organised my mortgage. Defiantly, thanks to Joseph my mortgage was arranged and divorce finalized. His service was perfect.
Clare, Norfolk
My previous financial advisor retired. Joe helped with our business with pension auto enrolment- helping us through the whole process and answering all staff questions.He has also reviewed and rationalised my personal pension, helping me to plan for the future and be able to see how the plan is progressing. Yes all looks good and he made setting up auto enrolment much easier.
Jane, Fakenham, Norfolk
Was looking for a new mortgage. Joe helped me buy my house after separating from the ex. husband. He was amazing. Would use him again.
Samantha, Norwich
My wife and I needed to get face-to-face advice for the mortgage because we needed to get a mortgage on a new house without first selling our current house. Our plan was to rent it out. In any case it made things rather more complicated and it would have meant that good mortgage deals would not be available to us - increased risk equals increased interest rates generally. Joe kept working at it and in the end found us a perfectly good value deal. It caused him so much leg worked that we felt sorry for him!. As it happens, in the end, we sold the first house anyway so we could have had pretty much any mortgage on the market if we'd sold it first, but it didn't really matter because, due to Joe's persistent hard work, we got a comparable deal in any case. We were very happy with the service we got from Joe overall.
Warren, Trowse, Norfolk
I needed a buy to let mortgage. Joe listened to what we wanted and was able to match our requirements with what was available from the market place with no fuss and within a short time frame given.
Nick, Norwich
We were seeking advice and the right type of mortgage which would enable us to realize future plans and investments. Jo explained clearly each of our options and then helped us through every step of the decision making process.Jo also helped us with all paperwork and applications required taking all the stress and uncertainty out of the process. Thanks to the expert guidance and in depth knowledge that Jo has to offer we have now planned our strategy for our future investments and have taken our first steps towards our future security with confidence.
Duncan, Lowestoft
Looking for retirement options. Found to be very helpful and explained my options so I fully understood. Excellent service
Esther, Norwich
We have just moved back to the UK and sold our properties overseas. We needed advice on investment and retirement planning. Joe was extremely patient and walked us through all our options. Couldn't be more happier with all the options he presented. He educated us on what is out there and what our options are. He was very very helpful indeed. I highly recommend him.
James, Norfolk
We needed to find a pension provider. Joe set us up with a works place pension. Excellent service
Lorraine, Norwich
Thank you so much, for sorting out our re-mortgage. I cannot put it into words what a massive relief it is paying off all our debts and actually getting our life back on track. Due to you guys we are in excess of £600 better off each month and we are not throwing our money away on interest that we were never going to get out of, without your help and understanding. I never believed the log cabin would be up and in our garden, the fence done, patio in place and excess money each month to get the house decorated and re-carpeted throughout. We have our lives back and a future.
Tracey, Norwich
I had a great meeting with Joseph. He understood my requirements and is currently reviewing my pension and investments, with a view to a arranging a way forward. great guy
David C, Norwich
I was looking to go into the Buy-to-let market with my husband and also needed to review his life cover. Joe explained in detail how the market worked, what options we had and advised on what we could potentially do moving forward. He managed to ensure that my husband was suitably covered, for his requirements. Joe arranged our mortgage quickly and efficiently and we are now the proud owners of our first buy-to-let property. Should we wish to expand, we will not hesitate in speaking with Joe again. The financial advice met all our needs and we could not have asked for a more hospitable and genuinely kind person.
Caroline M, Norwich
Looking for a new mortgages. Joseph Dunn made everything so easy. He was excellent.
Garry D, Liverpool
Looking for short and medium term mortgages. Exploring mortgage options, both personal and through my limited company. One short term mortgage which was repaid within a couple of months. One buy to let mortgage waiting to go. I'm very happy with Joe and his team. Professional, knowledgeable, pro active and friendly. Cant recommend enough.
Mark R, Norwich
I needed to review some long held investments. Joseph helped me reviewed my existing investments and re-directed them into investments that are appropriate to my current and future needs.
Seamus F, Norwich
Coming up to 55 and needed to know all options available to me for now and in the future. Joseph helped me explained everything to myself in lay-mans terms so it was relatively easy for me to understand.All scenarios covered and gave advice based on the information that I gave him.
Kevin M, Norwich
Needed to look at options for retirement and long term planning. Joseph gave impartial advice and offered scenarios for improvement and options that might be available to consider. He took the time to review options and this was helpful.
Wendy J, Norwich
Needed to obtain information about financial investments products such as bonds and pensions and, mortgage advice. Mr Dunn was extremely helpful in tailoring his service to my needs, showing great insight of vast and different types of financial investments. The way it was explained to me was surprisingly transparent and very easy to understand. Also, may I mention easy to book appointments, flexible in times and very friendly approach. I am in the process of enrolling with his services, but I am confident the outcome of his service is going to be very positive.
Sofia S, Norwich
About us

Iceni Financial Advisers is a small firm of Independent Financial Advisers based in Norwich. We are passionate about helping our clients achieve their financial goals. As an independent financial adviser we will listen to you and help you clarify what you really want to achieve and then assess how to make it happen. We are seeking long-term client relationships, built upon mutual trust, enabling us to create and provide a valuable service. We provide a bespoke service, working in partnership to enable you to have the best chance of achieving your goals.

Our services

The thing we do really well is help and understand people. We explain things clearly, and spend time discussing your attitude to investment risk before providing you with a comprehensive report. We create financial strategy that are entirely individual and independently constructed. We have a transparent and fair charging system for the advice we give. We also offer home visits at no extra cost.

Where to find us
Head office address: Iceni Financial Advisers, 6 Drayton Industrial Estate, Taverham Road, Drayton, Norwich, NR8 6RL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 6th December 2021

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