Business Details
23 Years
experience
Trusted Financial Advisers in South Norfolk
Martin Roden Financial Services was established in 2003 and has since provided independent financial advice to clients across the UK. Based in South Norfolk, our team combines over 60 years of collective experience in financial planning. We specialise in investment planning, retirement planning, and protection services tailored to individual client needs. Our directors, Martin and Tim Roden, hold the Diploma in Financial Planning and are members of the Personal Finance Society. As an appointed representative of 2plan Wealth Management Ltd, we operate under the authorisation and regulation of the Financial Conduct Authority.Our approach prioritises a deep understanding of each client's financial situation and objectives. We maintain transparency in our processes and adhere to strict regulatory standards. Our services are designed to help clients navigate complex financial decisions with confidence. We provide comprehensive advice on long-term care planning, pensions, and risk management. Our commitment to client-centric solutions has sustained our reputation in the industry.
Services
Investment Planning
Retirement Planning
Protection Planning
Long Term Care Planning
Details
- Year established: 2003
Highlights and features
- Over 30 years of combined experience in financial planning
- FCA-regulated independent financial advice services
- Personalised solutions tailored to individual circumstances
- Comprehensive expertise in investment, retirement, and protection planning
- Established reputation serving clients nationwide since 2003
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Investment Planning
We provide independent investment advice tailored to your financial goals. Our services cover lump sum investments, regular savings, and portfolio reviews. We help clients navigate market fluctuations while maintaining focus on long-term objectives, ensuring strategies align with individual risk tolerance and financial circumstances.
Retirement Planning
Our retirement planning services include pension reviews, savings strategies, and income planning. We help clients understand their options for accessing pension funds while considering tax implications. Our advice considers current financial status and future aspirations to create sustainable retirement income solutions.
Protection Planning
We offer comprehensive protection solutions including life assurance, critical illness cover, and income protection. Our advice considers individual circumstances to recommend appropriate coverage levels. We source competitive quotes from multiple insurers to ensure suitable protection arrangements for clients' needs.
Long Term Care Planning
Our long-term care planning addresses funding options for residential or home care needs. We help clients understand available financial solutions while considering existing assets and future care requirements. Our advice incorporates tax-efficient strategies to preserve wealth for care-related expenses.
People
Martin Roden
Director | Independent Financial Advisor
With over 30 years' experience, Martin holds the Diploma in Financial Planning and is a Personal Finance Society member. He specialises in investment and retirement planning, providing independent advice since 2003.
Tim Roden
Director | Independent Financial Advisor
Tim joined the company in 2010 and has extensive experience in financial planning. He holds the Diploma in Financial Planning and specialises in investment strategies and long-term care solutions for clients.
Questions
What financial services do you offer?
We provide investment planning, retirement advice, protection solutions, and long-term care planning tailored to individual client needs.
Are you regulated by the FCA?
Yes, we operate as an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority.
What makes your financial advice different?
We provide independent, personalised advice based on a comprehensive understanding of each client's financial situation and long-term objectives.
Do you serve clients outside Norfolk?
Yes, we provide financial advice to clients across the UK from our base in South Norfolk.
