53-57 St Martins Lane, Norwich, Norfolk, Norwich, NR3 3SAMake an enquiry
Chartered Financial Planners, founded in 2001, our expert team of 37 are based in Norwich and Ipswich.
As a Chartered firm, we pride ourselves on being impartial, accountable and trusted and have been recognised 5 times as one of Top 100 advisers in the UK by 'Citywire'.
If you want to grow your wealth over time, while minimising losses in times of market stress, our robust, well-researched investment process - which includes model and bespoke portfolios - can meet your different attitudes to investment risk and provide you with financial peace of mind.
We can work closely with your accountancy and legal advisers to deliver an integrated financial planning approach including taxation, estate planning and later life care.
We are also one of the 8% of UK advisers with ‘discretionary permissions’- meaning that buying and selling decisions are made by our inhouse portfolio managers for your account.
Our in-house team of qualified, pension specialists are authorised to provide impartial advice on retirement income plans and discuss your retirement options if you are considering a transfer from your own company pension scheme. Our staff are NOT incentivised to persuade you to transfer your funds.
Our experienced team of Wealth Managers are supported by paraplanning and investments specialists who have the expertise to cover all aspects of your financial planning. They take great care in ensuring that each portfolio meets your individual interests.
We guarantee that your financial security is our primary concern and that you will be looked after and kept fully informed at all times of changing economic circumstances, taxation changes and investment opportunities. We make pro-active decisions on your behalf and we take the responsibility, giving you complete peace of mind to help you live the life you wish to live.
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