Rose and North Ltd

Independent Financial Adviser  Rose & North, Diss, Norfolk, IP22 4AG
First meeting at adviser's own cost
At Rose & North we offer a friendly, fresh and unique approach to financial advice using a wealth of experience.
We can advise you on
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Annuity purchase
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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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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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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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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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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
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Hayley North
Chartered Financial Planner

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.

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.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
What our clients say
Having had my head in the sand about my finances for many years, I finally found Hayley and haven't looked back. Hayley was fantastic at understanding my specific requirements and coming up with bespoke proposals which have worked for me!
Monica, London
I went to Hayley because my pension drawdown demanded IFA involvement. Best move I've made in years. Hayley has helped me enormously; she's fastidious, creative and admonitory when need be. Wears her considerable expertise lightly.
Dave, London
Making personal contact, both online and face-to-face. Answers or deals promptly with all queries. Explanations are clear and thorough. Tailors her advice to our personal circumstances.
Stanley & Jean, Nottinghamshire
Thank-you for once again for rationalising our complicated finances - your sound advice in these tough times is always welcome, always correct and therefore always taken. We look forward to our next 'check-up'.
John & Julia Burrowes, Buckinghamshire
I have a natural mistrust of financial advisers but needed some advice on my pension and ISAs. Hayley is approachable, practical and empathetic to my needs. I feel that she has my interests at heart so have taken on her recommendations over the past few years - which is impressive! Thanks Hayley!
Moira, London
Hayley North makes complicated financial arrangements understandable to the panic-stricken layperson. Over the last five years, she has guided us to a much stronger financial position with charm and wit.
Val & Paul Sieveking, London
About us

Our Norfolk team has years of experience in financial services and includes a Chartered Financial Planner

Our services

We give our clients the advice they want and need in a language they can understand and trust.

Where to find us

Rose & North, The Old Bank, 49-50 Mere Street, Norfolk, Diss, IP22 4AG

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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