Pannells Financial Planning Limited

Independent Financial Adviser  B D O Llp, Norfolk, Norwich, NR1 1RY
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FCA authorised
Last authorised 10th May 2021
Our philosophy is to combine a professional approach with innovative financial planning advice.
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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Offshore investments
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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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
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Mike Trawford APFS
Chartered Financial Planning Consultant
About us

At Pannells Financial Planning Limited (previously Pannell Kerr Forster) our clients are at the heart of everything we do. We have built a reputation for offering professional, impartial financial advice to individuals, companies and partnerships. Our reputation is due in no small part to the impressive results which we have, and aim to, achieve for our clients.

Our philosophy is to combine a professional approach with innovative financial planning advice. There is no “one solution fits all” and our advice is allied specifically to our clients’ needs.

As we are independent, our clients enjoy financial advice that is free from bias. We are not 'tied' to promoting products from only one company, leaving us free to provide advice that best meets your circumstances.

With offices throughout the UK, our Consultants are amongst the most experienced in the industry, committed to understanding your financial requirements and using their skills to assist in the planning, growth and development of your financial portfolio and other financial needs.

Please contact us for more information and we will explain the services we can offer and our charging structure.

Pannells Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA).

Our services

Our clients are at the heart of everything we do. We have built a reputation for offering professional, impartial financial advice to individuals, companies and partnerships. Our reputation is due in no small part to the impressive results which we have, and aim to, achieve for our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

B D O Llp, Yare House, 62-64 Thorpe Road, Norfolk, Norwich, NR1 1RY

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