Financial consulting in Norwich

“Bailey the mortgage adviser helped to arrange mine and my partners mortgage. Bailey was very supportive during the process and very attentive to any queries we had. He helped to make the process as smooth as possible.”

“My wife and I wanted to check our pensions were in line with our expectations and that we were getting the best out of them. Jodie was the lady we dealt with at Norfolk & Suffolk Financial services, we had an initial meeting to understand what we were looking for and wanted to get out of their expertise. We shared all our pension information and Jodie investigated on our behalf, keeping us updated with progress. The follow up meeting presented us with a detailed financial report (which importantly, was clear and easy to understand) with recommendations to maximise our pension investments. We had always used reputable pension companies but were surprised how subtle differences in the policies made such a difference. We are in the process of implementing the changes within these pension companies, which has allowed us an early retirement. The service from N&S I would say was exceptional value for money and would recommend anyone to make sure they seek this kind of financial advice with a company as professional and reputable as they are. Great service, Thank you. Gary & Tracey White”

“I recently used Compass to help with Mortgage advise, they kept me informed at every stage of the process and were happy to answer any questions I had about the process.”

“Recommended Alan Boswell and in particular Andrew Terry to sory out our buisness insurance and we have always found Andrew and the team keen to help and with good understanding of our buisness needs. Pleasure to be a customer and our yearly visits from Andrew.”

“Ellia has managed my books for many years. She is always organised and efficient. Highly recommended!”

“Very knowledgeable, fantastic advisors. Would recommend them to everyone. The Goodleys have been taking care of my whole families finances for years and have gone above and beyond for all of us!”

“Tony Crockert has taken care over time to know me as a client, he is diligent in looking after my long term interests through checking my current position both financial and my plans and hopes for my future retirement. Tony always gives clear briefings on the areas that are of concern that I need to make decisions on. He is honest and diligent and fully recommended.”

“Lantern Financial Planning have been managing my financial needs for several years. They are friendly, knowledgeable and approachable. I have, and will continue to recommend them to anyone requiring pension / investment advice.”

“I am very impressed with the clear, professional advice given to me by Trevor Goodbun of Wensum Financial Planning. I dont usually leave reviews but I was particularly impressed. Trevor is unusual in that he gives advice on what is right for the client and not what makes money for his business. Rare to find in today's world, I highly recommend.”