Business Details
Independent Financial Advisers in Norwich
Iceni Financial Advisers has established itself as a trusted partner in financial planning, offering impartial advice across pensions, investments, tax strategies, and estate planning. Our independence allows us to provide unbiased recommendations from the entire market, ensuring solutions tailored to individual client needs. With a team of qualified professionals, we combine technical expertise with a client-centric approach, prioritising transparency and long-term relationships.Our proprietary investment models undergo regular reviews to maintain alignment with evolving financial goals. Recognised for excellence through industry awards, we maintain authorisation from the Financial Conduct Authority (FCA 596084) and membership in the Society of Will Writers. Through free initial consultations, we demonstrate our commitment to accessible, high-quality financial guidance.
Services
Financial Planning
Pension Advice
Investment Management
Tax Planning
Estate Planning
Will Writing
Mortgage Advice
Insurance Solutions
Retirement Planning
Long Term Care
Highlights and features
- We offer truly independent advice from the whole of the market
- Our team includes FCA-authorised professionals with specialist qualifications
- We provide free initial consultations with no obligation
- We design and maintain customised investment portfolios for clients
- We are regulated by the Financial Conduct Authority (FCA 596084)
Associations and certifications
- Financial Conduct Authority
What people say
Great service
Highly professional
Excellent advice
Stress-free process
Positive returns
Services
Financial Planning
Our comprehensive financial planning service helps clients achieve long-term financial security through tailored strategies. We assess your current financial position, future goals, and risk tolerance to create customised plans covering investments, pensions, and tax efficiency. With regular reviews and market analysis, we ensure your financial strategy evolves with changing circumstances while maintaining FCA-regulated standards of care.
Pension Advice
Specialist pension guidance covers all aspects of retirement planning, including state pension entitlements and private pension options. We help clients navigate complex tax rules, consolidate multiple pension pots, and select appropriate investment vehicles. Our advice considers individual retirement goals, risk profiles, and income requirements while maintaining compliance with FCA regulations and market best practices.
Investment Management
We create diversified investment portfolios tailored to individual risk profiles and financial objectives. Our approach combines market analysis with strategic asset allocation across different classes. Regular portfolio reviews ensure ongoing alignment with client goals and market conditions. We explain investment options clearly while maintaining transparency about associated risks and potential returns.
Tax Planning
Our tax planning service identifies legitimate opportunities to reduce tax liabilities within current legislation. We provide guidance on income tax, capital gains tax, and inheritance tax strategies while considering wider financial objectives. The service includes analysis of tax-efficient investment vehicles and estate planning considerations to preserve wealth for future generations.
Estate Planning
Comprehensive estate planning covers will writing, inheritance tax mitigation, and legal documentation. Our Society of Will Writers-registered professionals create legally binding wills and lasting powers of attorney. We help clients protect assets, appoint guardians, and ensure their wishes are fulfilled while navigating complex legal requirements and tax implications.
People
Joseph Dunn
Managing Director / Founder
With over 15 years' experience in financial services, Joseph specialises in retirement planning and investment management. He established Iceni Financial Advisers to provide independent, client-focused advice.
Anthony Crockert
Adviser/Partner
Anthony brings extensive expertise in tax planning and estate management. His client-centred approach focuses on creating sustainable financial solutions tailored to individual circumstances.
Emily Boreham
Independent Financial Adviser
Emily specialises in mortgage solutions and first-time buyer guidance. She helps clients navigate property purchases with clear, practical financial advice.
Shirley Gabriel
Marketing Manager / Will Writer
Shirley combines marketing expertise with specialist will writing qualifications. She ensures clients receive clear guidance on estate planning and legal documentation.
Caroline Middleton
Office Manager
Caroline oversees daily operations and client services. Her organisational skills ensure smooth delivery of financial advice and administrative support.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, tax planning, mortgage advice, and estate planning, offering comprehensive financial solutions tailored to individual needs.
Are your financial advisers qualified?
Yes, our team includes FCA-authorised professionals with specialist qualifications in financial planning and wealth management.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your financial goals and determine how we can help achieve them.
How are your investment strategies structured?
We create diversified portfolios based on your risk profile, regularly reviewing and adjusting them to maintain alignment with your financial objectives.
Can you help with will writing and estate planning?
Yes, we offer professionally written wills and estate planning services through our Society of Will Writers-registered team members.
What areas do you cover?
While based in Norwich, we serve clients throughout East Anglia and can provide remote consultations nationwide.
Reviews (4)
Peter Ajose
Dec 29, 2017
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Excellent honest advice, within one month of advice from Joe at Iceni I received a refund for charges which were being taken by my previous advisor incorrectly. Thanks Joe & the team at Iceni.
Esther Thompson
Dec 28, 2016
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Found to be very knowledgeable and helpful, made sure that i fully understood everything, kept me informed at all times.
i would recommend them as received an excellent service throughout.
i would recommend them as received an excellent service throughout.
Christine Constable
Nov 16, 2016
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Very happy to recommend Jo and his team for taking a genuine personal interest in obtaining for my retirement future the best deals and flexibility on offer in the marketplace and for providing objective and honest advice to assist me in achieving my investment goals.
Pete Moran
Dec 09, 2015
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Joe at Iceni guided me through the mortgage process and got me an amazing remortgage rate - highly recommended!
