Business Details
25 Years
experience
Trusted Financial Advisers in Dereham
Established in 2001, The David Hewson Practice has grown from a single consultant to a team of over 20 specialists with combined expertise spanning 400 years. We prioritise holistic financial advice, offering complimentary initial consultations to understand client objectives and tailor solutions accordingly. Our services cater to diverse budgets, with transparent cost structures ensuring clients make informed decisions. Over 90% of our business stems from client referrals, reflecting our commitment to quality advice and long-term relationships. Consultants operate across Norfolk, Suffolk, Cambridge, Essex, and London, offering home or office visits for client convenience.Regular financial plan reviews ensure strategies evolve alongside life changes, maintaining alignment with personal goals. Our team's expertise covers mortgages, pensions, investments, protection, and specialist areas like inheritance tax planning. We partner with The Openwork Partnership, a Financial Conduct Authority-regulated entity, while maintaining independent service offerings. Client testimonials highlight our consultants' knowledge, patience, and ability to secure competitive deals even in complex circumstances.
Services
Mortgage Advice
Pension Planning
Investment Management
Protection Insurance
Estate Planning
Bridging Finance
Remortgaging
Buy-to-Let Solutions
Cashflow Modelling
Tax Efficiency Strategies
Details
- Year established: 2001
Highlights and features
- We offer 23 years of local financial expertise with nationwide reach
- Our 20+ specialists hold 400 combined years of financial industry experience
- Transparent fee structures with no hidden charges
- 90%+ repeat business from satisfied clients
- Flexible appointment options including home visits
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Knowledgeable specialists
Excellent mortgage deals
Patient explanations
Regular financial reviews
Complex case expertise
Services
Mortgage Advice
Our mortgage specialists provide comprehensive advice on residential and buy-to-let mortgages. We access exclusive deals across 90+ lenders to secure competitive rates tailored to individual circumstances. Consultants guide clients through every stage from initial application to completion, with particular expertise in complex cases involving self-employment, adverse credit, or unique property types.
Pension Planning
We offer specialist guidance on pension consolidation, drawdown strategies, and tax-efficient retirement planning. Our consultants help clients navigate complex options including defined benefit schemes, SIPPs, and flexi-access drawdown arrangements. Regular reviews ensure retirement plans adapt to changing regulations and personal circumstances while maintaining FCA compliance.
Investment Management
Our investment specialists create diversified portfolios aligned with risk profiles and financial goals. Services include general investment accounts, ISAs, EIS/VCT schemes, and structured deposits. We provide ongoing portfolio monitoring and quarterly performance reviews, with particular expertise in high-risk specialist investments requiring careful due diligence.
Protection Insurance
We design bespoke protection strategies covering life insurance, critical illness, income protection, and family benefit plans. Consultants assess individual needs to create safety nets against financial hardship from unexpected events. Our approach balances comprehensive coverage with affordability, ensuring policies adapt to changing life circumstances over time.
Estate Planning
Specialist consultants provide comprehensive estate planning including wills, trusts, and lasting power of attorney arrangements. We help clients implement tax-efficient strategies to preserve wealth for beneficiaries while complying with complex inheritance regulations. Services include inheritance tax mitigation and intergenerational wealth transfer planning.
People
David Hewson
Director & Financial Consultant
With 30+ years in financial services since 1992, David established this practice in 2001. He specialises in inheritance tax planning, specialist investments, and complex mortgage solutions while overseeing strategic direction.
Katie Hewson
Financial Planning Consultant
Specialising in mortgages and protection, Katie has helped numerous clients secure competitive deals during challenging circumstances. She focuses on first-time buyer mortgages and life cover solutions with particular expertise in complex applications.
Martyn South
Financial Planning Consultant
Martyn provides expert mortgage and investment advice, particularly assisting clients with property transactions requiring tailored financing solutions. His patient approach helps clients understand complex financial products through every stage of the buying process.
Tony Langton
Financial Planning Consultant
Specialising in investment and pension solutions, Tony helps clients create diversified portfolios aligned with their risk tolerance. He focuses on retirement planning strategies that adapt to changing market conditions and regulatory environments.
Scott Meacock
Financial Paraplanner
Scott supports consultants with technical analysis and documentation for investment and pension cases. His role ensures all client recommendations meet regulatory requirements while maintaining clear communication throughout the advisory process.
Questions
What areas do you cover for face-to-face appointments?
We cover Norfolk, Suffolk, Cambridgeshire, Essex, and London with home visits available across our service areas.
How do you charge for financial advice?
Our fees are transparently disclosed upfront with no hidden charges. Costs vary by service complexity and are clearly explained during initial consultations.
Can you help with complex mortgage applications?
Yes, our consultants specialise in challenging cases including self-employed mortgages, adverse credit situations, and unique property types.
What investment options do you offer?
We provide access to general investment accounts, ISAs, EIS/VCT schemes, and structured deposits tailored to individual risk profiles.
Are your financial advisers qualified?
All consultants hold relevant financial qualifications and maintain ongoing professional development to stay current with regulatory changes.
How often should I review my financial plans?
We recommend annual reviews, with more frequent check-ins advised for major life changes or significant market movements.
