Wensum Financial Planning

Independent Financial Adviser 2c Oval Road, New Costessey, Norwich, Norfolk, NR5 0DE
First meeting at adviser's own cost
Response rating
FCA verified
20th May 2019
We are award winning advisers who offer advice not sales. We also speak English not Jargon!
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Group pensions
    • Group protection
    • Lump sum
    • National savings
    • Regular savings
Meet our advisers
Pamela Butler DIP PFS
Trevor Goodbun ACII, APFS
Chartered Financial Planner
Chartered Financial Planner
Where to find us

2c Oval Road, New Costessey, Norwich, Norfolk, NR5 0DE

Make an enquiry
About us

We own our business, which means that whilst we have to earn a living, we don't have to meet someone else's sales target or compromise our ethics.

Our services

Our goal is to provide you with advice at a reasonable cost, not sell you a product with hidden commission.

For many clients our starting point is the preparation of a solutions report providing answers to your questions. These reports are not sales pitches in disguise and will often provide solutions that don’t involve us arranging a product.
Trevor also provides technical training for other financial advisers. This ensures a level of technical knowledge and awareness of the current market that most other firms our size could only aspire to.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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