Business Details
Your Trusted Partner for Financial Planning Solutions
We are a long-standing, friendly, and well-respected financial planning team with offices in Norwich and Wisbech. Our core philosophy centres on building long-term relationships with clients, offering holistic, tailored advice to individuals and businesses across East Anglia and beyond. We prioritise individualised service, ensuring clients remain actively engaged in their financial wellbeing. Our growth through personal recommendations reflects our commitment to trust and transparency. We provide flexible meeting arrangements, including evenings by agreement, and welcome inquiries at any time to assess how we can support your financial goals. Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Wealth Management
Pension Transfers
Low Risk Strategies
Financial Consultation
Intergenerational Planning
Details
- Year established: 2025
Highlights and features
- We offer tailored financial strategies based on 18 years of combined team experience
- Our client relationships are built on transparent, jargon-free communication
- We provide access to St. James's Place Wealth Management's regulated product range
- Our flexible approach accommodates evening and weekend consultations
- We specialise in intergenerational wealth transfer planning
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Patient, knowledgeable advisers
Tailored risk balance
Excellent service quality
Prompt, efficient dealings
Significant portfolio growth
Services
Investment Management
Our investment management service creates customised portfolios aligned with your risk tolerance and financial objectives. We utilise St. James's Place's regulated fund range to optimise returns while maintaining appropriate risk levels. Regular reviews ensure your investments remain aligned with evolving market conditions and personal circumstances.
Retirement Planning
We develop comprehensive retirement strategies that balance income requirements with capital preservation. Our approach considers state pensions, private schemes, and tax-efficient withdrawals. We specialise in pension transfers and consolidating multiple providers into cohesive retirement plans tailored to your lifestyle goals.
Wealth Management
Our holistic wealth management covers asset protection, tax planning, and intergenerational transfers. We coordinate with legal and accounting professionals to create integrated solutions. The service includes regular portfolio reviews and adjustments to maintain alignment with your evolving financial landscape and market dynamics.
Mortgage Advice
We provide independent mortgage advice covering residential, buy-to-let, and specialist lending requirements. Our analysis considers interest rate options, repayment terms, and affordability assessments. We access multiple lenders to secure competitive rates while ensuring mortgage solutions align with your broader financial strategy.
Protection Planning
Our protection services assess life, critical illness, and income cover needs within your financial plan. We recommend policies that safeguard against unforeseen circumstances while balancing premium costs with coverage adequacy. Regular reviews ensure protection levels remain appropriate as life circumstances change.
People
Iain Tibbitt
Financial Adviser
Certified financial adviser with 18 years' experience specialising in pensions and investment planning. Holds FCA-regulated qualifications and maintains ongoing professional development. Focuses on creating low-risk strategies for long-term client security.
Stuart
Pension Specialist
Pension transfer expert with proven success in consolidating underperforming schemes. Recognised for improving fund performance through strategic reallocation. Maintains client relationships through regular portfolio updates and market analysis.
Questions
What financial services do you specialise in?
We focus on investment management, retirement planning, pension transfers, and intergenerational wealth strategies. Our St. James's Place partnership provides access to over 40 investment funds for customised solutions.
How do you charge for financial advice?
Our fees are transparently structured through initial consultations. We disclose all charges before service commencement, with options for fixed fees or percentage-based arrangements depending on service complexity.
Can you help with existing pension schemes?
Yes, we specialise in reviewing and consolidating underperforming pensions. Our advisers assess transfer values, fund performance, and risk profiles to optimise retirement savings.
Do you offer ongoing financial support?
We provide regular portfolio reviews and market updates. Our clients receive continuous support through scheduled meetings and prompt communication channels for urgent financial queries.
What areas do you cover?
Based in Norwich and Wisbech, we serve clients across East Anglia and nationwide. Flexible meeting options include office visits, home consultations, and virtual appointments.
Reviews (1)
Herdeyshewa Herdeynikhe
Oct 11, 2021
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Mrs Peggy Abbott is a very professional and extremely hard working Forex manager. She puts her clients needs as #1, she is very responsive and gives expert advice throughout the trading process. I have invested and also made multiple withdrawal with Mrs Peggy Abbott and would highly recommend her as the best forex manager on the block do yourself well and contact her. Email: Peggyabbott239@gmail.com WhatsApp +17654606236
