Ingram Financial Planning
10th December 2018
Independent Financial Advice serving East Anglia
We can advise you on
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Long term care
- Long term care
Meet our advisers
Matt Ingram FPFS
Chartered Financial Planner
Qualifications & Accreditations
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
FPFS - Fellow, Personal Finance Society (PFS)
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Accreditations
Where to find us
Gallows House, Gallows Lane, Eccles, Norwich, Norfolk, NR16 2JJ
Contact usAbout us
Providing Independent Financial Planning and Advice across East Anglia
Our services
Financial Planning with a professional and personalised service
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At Rose & North we offer a friendly, fresh and unique approach to financial advice using a wealth of experience.
We listen to you, speak English not jargon, know our stuff, provide expert investment advice and a professional personal service.
We listen to you, speak English not jargon, know our stuff, provide expert investment advice and a professional personal service.
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