Norfolk & Suffolk Financial Services Ltd
Initial consultation free
Independent
We are Chartered Financial Planners, providing a professional, comprehensive service, with competetive charges.
We can advise you on
Clients
helped
184helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Mike Davies
Managing Director
Mr Chad Morris BSc (Hons) APFS
Chartered Financial Planner and Director
Miss Jodie Ward BSc (Hons) APFS
Chartered Financial Planner
Mrs Michelle Bean DipPFS
Independent Financial Planner
What our clients say
l
LF
My husband reached retiring age and we needed help with sorting out pensions and plans for the future. The main thing for us was Chad listened to what our needs were, sorted out all the pension...
t
TE
I was made redundant and I had many different pensions, Jodie was able to contact every company and pull together all the options. Jodie put them into a very useful summary and she explained it so...
b
BS
Chad reviewed my circumstances thoroughly before discussing all my options. He explained the products available to me in detail and made sure I understood all the pros and cons of equity release...
dg
DG & GG
We had a sum of Money to set aside to back-up any possible future care needs and also for a longer-term investment and needed advice to make sensible and safe choices. We were both relaxed with Phil...
a
AT
I already had some financial planning in place when I was unexpectedly made redundant which necessitated these to be reviewed and updated. Phil took over from my previous Financial Adviser smoothly...
d
DF
I approached Jodie seeking advice covering retirement, savings and pension provision. I have been concerned about advice previously received, performance and charges. A thorough review of my current...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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