Iceni Financial Advisers Ltd

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

First meeting at adviser's own cost

Response rating

9.0 /10

2nd December 2019

We are professional, qualified, friendly and helpful. We are passionate about helping our clients achieve their financial goals.

We can advise you on

Pensions & retirement
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investment trusts
- OEICs
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Business
- Employee benefits
- Group Protection/Life Insurance
- Group critical illness
- Group life insurance

Make an enquiry Request a call back 01603 963374 Recommend to a friend

Meet our advisers

Annabel Hughes

Independent financial adviser

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

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

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Where to find us

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

Make an enquiry

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.

Compliance

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

Make an enquiry Request a call back 01603 963374 Recommend to a friend

We can advise you on

Pensions & retirement
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investment trusts
- OEICs
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Business
- Employee benefits
- Group Protection/Life Insurance
- Group critical illness
- Group life insurance

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Website

Make an enquiry Request a call back 01603 963374 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01603 963374 Recommend to a friend

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