Business Details
25 Years
experience
Independent Financial Advisers in Norwich
Founded in 2001, we are a second-generation, family-run financial advisory firm rooted in the local community. Our independence allows us to provide impartial advice across the entire market, prioritising client needs over corporate interests. With a commitment to Treating Customers Fairly, we specialise in wealth management, pensions, inheritance tax planning, and protection, offering tailored strategies that evolve with clients' changing circumstances.Our team's extensive experience, combined with a structured investment process overseen by a dedicated committee, ensures robust, repeatable outcomes. We maintain long-term relationships with clients and solution providers while actively supporting local charities and environmental initiatives, reflecting our ethos of community-focused service.
Services
Wealth Management
Pensions Planning
Inheritance Tax Planning
Protection Services
Ongoing Advice
Retirement Planning
ESG Investments
Long Term Care
Financial Planning
Independent Advice
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of independent financial advisory experience
- Our investment committee ensures robust, repeatable decision-making processes
- Tailored strategies adapted to individual client circumstances and goals
- Comprehensive ongoing advice service with regular plan reviews
- Active community engagement through local charity support and sponsorships
What people say
Professional manner
Easy to understand
Friendly approach
Good honest communication
Superb investments
Services
Wealth Management
Our wealth management service provides bespoke investment strategies tailored to individual financial goals. With a dedicated investment committee overseeing portfolio construction, we combine market expertise with rigorous risk assessment. Using FE Crown Ratings for fund selection, we deliver diversified portfolios that align with clients' risk profiles and financial objectives, ensuring ongoing monitoring and adjustments as market conditions evolve.
Pensions Planning
Specialising in comprehensive pension solutions, we help clients maximise retirement savings through strategic planning. Our advisers review existing pension arrangements, recommend optimal contribution levels, and provide guidance on tax-efficient withdrawals. We assist clients at all career stages, from early career planning to pre-retirement strategy development, ensuring their pension provisions align with long-term financial goals.
Inheritance Tax Planning
Our inheritance tax planning service focuses on preserving family wealth through strategic asset management. We develop tailored solutions to minimise tax liabilities while ensuring smooth asset transfer to beneficiaries. This includes exploring trust structures, lifetime gifting strategies, and other legitimate tax mitigation techniques, helping clients protect their legacy for future generations.
Protection Services
We offer comprehensive protection solutions covering life, critical illness, and income protection. Our advisers help clients select appropriate coverage levels to safeguard against financial hardship from unexpected events. We provide guidance on term assurance, family income benefits, and business protection policies, ensuring clients maintain financial security for themselves and their dependants.
Ongoing Advice
Our ongoing advice service provides continuous financial guidance through regular plan reviews. We monitor clients' changing circumstances, market developments, and legislative changes to ensure their financial plans remain effective. This includes annual portfolio rebalancing, suitability assessments, and performance reporting, maintaining alignment between investment strategies and evolving financial objectives.
Questions
What financial services do you specialise in?
We specialise in wealth management, pensions and retirement planning, inheritance tax mitigation, long-term care funding, and protection services, providing comprehensive financial solutions tailored to individual client needs.
How do you ensure impartial financial advice?
As independent financial advisers, we have access to the entire market and aren't tied to any specific providers, ensuring our recommendations are based solely on clients' needs and circumstances.
What areas do you cover?
While based in Norwich, we provide financial advice to clients throughout Norfolk and surrounding regions, with flexible meeting options including home visits and office appointments.
How are your investment decisions made?
Investment decisions are made by our dedicated committee using rigorous analysis, FE Crown Ratings, and industry research tools to ensure optimal portfolio construction and ongoing management.
What is your ongoing advice service?
Our ongoing advice service includes annual financial reviews, portfolio monitoring, and regular updates to ensure your financial plan adapts to changing circumstances and market conditions.
Reviews (2)
Ruth Davies
Dec 02, 2021
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Laura was amazing, She helped me find the morgage and followed it through from start to finish. I will definately use Compass again and always recommending them. Thanks Ruth
Chris Griffin
Nov 30, 2014
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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.
