Iceni Financial Advisers Ltd

Independent Financial Adviser  Iceni Financial Advisers, Norfolk, NR8 6RL
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FCA authorised
Last authorised 29th November 2021
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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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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Long term care
Meet our advisers
MISS Vicki Charles
Independent Financial Adviser
About us

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 feel that the real measure of an adviser's worth, is the value they add not the price they charge. We also offer home visits at no extra cost.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
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.

Iceni Financial Advisers, 6 Drayton Industrial Estate, Taverham Road, Drayton, Norfolk, CB21 5DL

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