Business Details
17 Years
experience
Your Trusted Financial Advisers in Norwich
Since 2009, our team of expert financial advisers has been guiding clients across Norfolk, Suffolk, and Cambridgeshire to achieve their aspirations. Led by Ian Farrant, a Chartered Financial Adviser, we offer a personalised approach to wealth management that focuses on helping you secure your future. Our approach is simple: we listen to what matters to you and design bespoke financial plans that align with your goals. We pride ourselves on building long-term relationships based on trust, transparency, and a deep understanding of your financial needs. With over two decades of combined experience, our team provides tailored solutions for pension planning, investment strategies, tax mitigation, and later life planning.We prioritise clarity and simplicity, ensuring you make informed decisions without the confusion of industry jargon. Our commitment to excellence is reflected in the 5-star reviews and referrals from satisfied clients. As a Partner Practice of St. James's Place, we combine global expertise with a local, family-run ethos. We conduct regular reviews to ensure your financial plan remains aligned with your evolving goals. Our dedication to ethical practices and continuous professional development ensures you receive advice that meets the highest standards of the financial planning profession.
Services
Pension Planning
Investment Planning
Tax Planning
Business Owner Planning
Later Life Planning
Inheritance Tax Planning
Portfolio Solutions
Employee Benefits
Long-Term Care Planning
Legacy Planning
Details
- Year established: 2009
Highlights and features
- We provide tailored financial solutions designed around your specific goals and circumstances.
- Our Managing Director holds Chartered Financial Planner status, representing the highest professional standard.
- We prioritise clarity and simplicity, helping you make informed decisions without industry jargon.
- We serve clients across Norfolk, Suffolk, Cambridgeshire, and beyond with local expertise.
- We conduct regular reviews to ensure your financial plan stays aligned with your evolving goals.
What people say
Trustworthy and efficient
Outstanding service
Highly knowledgeable
Approachable and professional
Excellent value
Services
Pension Planning
We provide tailored pension solutions to help you secure a comfortable retirement. Our strategies focus on maximising contributions, tax efficiency, and sustainable income. With expertise in personal pensions, SIPPs, and workplace schemes, we ensure your retirement savings align with your lifestyle goals. Our approach combines risk assessment, market analysis, and regular reviews to adapt to changing circumstances.
Investment Planning
Our investment strategies are designed to grow your wealth while aligning with your risk tolerance and financial objectives. We offer ISAs, unit trusts, offshore investments, and portfolio solutions tailored to your goals. By combining market expertise with ongoing monitoring, we help you navigate market fluctuations and capitalise on opportunities. Our focus is on long-term growth, income generation, and tax-efficient investing.
Tax Planning
We minimise your tax liabilities through strategic planning and expert guidance. Services include inheritance tax reduction, tax-efficient investments, and corporate tax strategies for business owners. Our approach leverages available reliefs, trusts, and gifting to preserve wealth. We ensure compliance while maximising your after-tax returns, adapting to legislative changes that may affect your financial position.
Later Life Planning
Our later life planning services protect your wealth and ensure your wishes are respected. We specialise in inheritance tax planning, long-term care strategies, and legacy creation. By addressing wills, power of attorney, and estate administration, we provide peace of mind for you and your loved ones. Our holistic approach balances financial security with personal care considerations.
Business Owner Planning
We offer comprehensive financial planning for business owners, covering pensions, tax efficiency, and succession strategies. Services include auto-enrolment compliance, shareholder protection, and employee benefits. Our expertise helps safeguard your business assets, optimise tax positions, and ensure smooth transitions. We work closely with you to align personal and corporate financial goals.
People
Ian Farrant
Principal
Ian brings over 20 years of experience as a Chartered Financial Planner, specialising in tailored wealth management solutions for individuals and businesses across East Anglia.
Keith Vanderpant
Business Development Manager
With 30 years in financial services, Keith specialises in retail, corporate, and high-net-worth planning, delivering client-focused solutions that prioritise long-term value.
Margot North
Operations Manager
Margot oversees operations with expertise in compliance and client service, ensuring efficient delivery of financial solutions that meet regulatory and client expectations.
Robert Drake
Senior Wealth Management Consultant
Robert provides tailored advice to clients, leveraging 20 years of experience and qualifications as a fully certified Financial Adviser to optimise financial outcomes.
Frazer Farrant
Wealth Management Consultant
Frazer specialises in building client relationships, combining academic excellence with practical expertise to support financial goals and long-term wealth management.
Questions
How does the no-obligation consultation work?
Book a 30-minute consultation via video or face-to-face at your convenience. No commitment required.
Who can benefit from your services?
Individuals planning retirement, business owners, and professionals seeking tailored financial advice.
What are the advantages of working with a Chartered Financial Adviser?
Chartered status ensures advanced expertise, ethical standards, and commitment to continuous professional development.
How often will you review my financial plan?
Regular reviews ensure alignment with your goals, with adjustments made as your circumstances evolve.
Do I need to live in Norwich to use your services?
No, we serve clients remotely across Norfolk, Suffolk, Cambridgeshire, and beyond.
What investment options do you offer?
ISAs, unit trusts, offshore investments, bonds, and tailored portfolios to suit your risk profile.
