Financial Advisers (Independent) in Great Yarmouth
Sophex House
3 Church View
Fleggburgh
Fleggburgh
Great Yarmouth
Norfolk
NR29 3DJ
Mobile: 01394 3... 01394 336 466
Luke Durant: 01473 3... 01473 356556
Peter Barton: 07787 5... 07787 561087
Rob Case: 01394 3... 01394 336466
Monday to Tuesday: 9:30am - 7pm
Wednesday to Friday: 9:30am - 5:30pm
Saturday: 9:30am - 1pm
Sunday: Closed
Getting the right advice means speaking to the right people.
We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.
Many people think an IFA is only for the wealthy but this is not the case. The majority of our clients are normal everyday people. Our services are open to everyone.
We have a wealth of experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial products and providers on your behalf. We hold professional indemnity insurance and are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences.
For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after our clients on a daily basis and understand the financial market and what is important to consumers.
Whatever your requirements for Financial Advice we have experts qualified to help you with any financial puzzle. Retirement Planning, Investment, Mortgage, Equity Release, Long Term Care Planning, Small Business Advice, Life Insurance, Health Insurance and bespoke advice tailored to helping you achieve your Financial Objectives. Check out our advisers reviews on our website for a 5 Star Service
We are a firm of Independent Financial Advisers (IFAs) based in Norfolk & Suffolk and also incorporate Mortgage, Insurance and Estate Planning services.
We advise around 700 clients throughout the UK and specialise in advising small and medium size business owners. We have three other fully qualified IFAs in the practice an Insurance Consultant , Mortgage Broker, and Qualified Will & Estate Planning Consultant. We are able to provide expert professional advice what ever your needs. We work closely with a number of other specialists including Tax Consultants, Accountants, Solicitors, Estate Agencies, Letting Agencies and Commercial Finance experts to ensure our clients receive the best and most appropriate advice for their needs.
2003
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Ian Couling has been my advisor for some considerable time and he has assisted me in my goals from the first time I met him. I rate him highly enough that although I live in London he is my financial advisor and he lives in the Norwich area of Norfolk! He also advises my wife and my son too. He is not "pushy" and a good listener and very helpful with his advice and offers up suggestions and a tailored plan for investment or any type of financial planning. I certainly intend to stay with him for the future. Paul, Essex Retired Police Inspector
Paul, London
Ian provides a personal and very professional service , there is always availability to ask and have queries answered promptly from Ian and all his team, Hilary, Norfolk, Company Director
HIlary Norfolk
Testimonials are added by the business owner and are not independently verified.