Iceni Financial Advisers Ltd

Independent Financial Adviser  Iceni Financial Advisers, Norfolk, Norwich, NR8 6RL
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FCA authorised
Last authorised 22nd February 2021
We are professional, qualified, 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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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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Regular savings
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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
Meet our advisers
MR Phil Mayo
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Face to face

Iceni Financial Advisers, 6 Drayton Industrial Estate, Taverham Road, Drayton, Norfolk, Norwich, NR8 6RL

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