Rose and North Ltd

Independent Financial Adviser Rose & North, The Old Bank, 49-50 Mere Street, Norfolk, Diss, IP22 4AG
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th September 2019
At Rose & North we offer a friendly, fresh and unique approach to financial advice using a wealth of experience.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Hayley North
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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
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
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
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
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
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
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Compliance

Our first meetings are free of charge to clients, they are are all conducted by phone and are at the adviser's cost.

Second (more detailed) meetings typically take place at our office in Diss. We explain all of our charges before we meet in person.

Please see our website for more testimonials and additional information.

Similar advisers near you

Independent Financial Adviser 10.89 mi
Independent Financial Planning for Individuals, Businesses and Trustees. Your success is our success. Call us to find out more.
 
Independent Financial Adviser 10.89 mi
A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
 
Independent Financial Adviser 14.5 mi
Innovative solutions from experienced professionals and a brand you can trust
 
Independent Financial Adviser 14.88 mi
We listen to you, speak English not jargon, know our stuff, provide expert investment advice and a professional personal service.