Iceni Financial Advisers Ltd

Independent Financial Adviser  Iceni Financial Advisers, Aylsham, Norfolk, NR11 6EL
First meeting at adviser's own cost
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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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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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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Investment trusts
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OEICs
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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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Savings for children
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Employee benefits
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Annabel Hughes
Independent financial adviser

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

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

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.

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

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

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

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

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

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

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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