ICENI FINANCIAL ADVISERS

PROFESSIONAL FRIENDLY QUALIFIED

OUR TEAM

MEET THE TEAM

JOSEPH DUNN

INDEPENDENT FINANCIAL ADVISER/FOUNDER

ANTHONY CROCKERT

INDEPENDENT FINANCIAL ADVISER/PARTNER

VICKI CHARLES

INDEPENDENT FINANCIAL ADVISER/PARTNER

HELEN DURRANT

INDEPENDENT FINANCIAL ADVISER

Phil Mayo

INDEPENDENT FINANCIAL ADVISER

Adrian Nunn

Independent Financial Adviser

CAROLINE MIDDLETON

MORTGAGE ADVISER

Shirley Gabriel

Marketing Manager

Ha Browes

Administrator

ABOUT

WE DON'T DO SALES, WE OFFER SOLUTIONS
Iceni Financial Advisers is a small firm of Independent Financial Advisers based in Norwich, Norfolk, with clients throughout the East of England. Since we look after a relatively small number of clients we are therefore able to offer a high level of bespoke service. We offer a high level of service by using our decades of experience, specialist software and the connections we have formed over the years. READ MORE

Contact Info

'UK Top Rated Advisers 2020' based on our Customer Reviews

TESTIMONIALS
Reviews and Ratings for Financial adviser Joseph Dunn, Norwich

"I was looking for investments, pension and mortgage. Joe helped invest savings on my behalf into stocks and shares ISA. He had previously set up a mortgage and is currently advising us on company pensions. I have seen the outcome I was hoping for. All positive returns on my investments. Great deal on mortgage".

Shaun B

"I have reached the age of 55. Joe was able to guide me through my pension and arrange investments for me. I have seen the outcome I was looking for. Joe was very helpful".

John C

"I required advice on pensions. Joseph provided excellent advice. I have seen the outcome I was hoping for. Joseph gave the right advice at the right time & did not bombard or try to give any advice not required".

Peter A

"We have just moved back to the UK and sold our properties overseas. We needed advice on investment and retirement planning. Joe was extremely patient and walked us through all our options. Couldn't be more happier with all the options he presented. He educated us on what is out there and what our options are. He was very very helpful indeed. I highly recommend him".

James S

I needed a buy to let mortgage and a new mortgage when moving home. Joe found mortgages for both situations which were suitable for me and very competitive. He completed both applications and kept me informed throughout the process. He managed to make the entire process as stress free as possible. I was very happy with the service provided. I don't think he could have done any more to help. Nothing was too much trouble.

Matt S

My partner and I were looking to buy our first home. Joseph spent time with the both of us, explaining everything from start to finish, he understood that we were 'newbies' so went that extra mile. I found Joseph professional, helpful & easy to work with.

Leanne R

CONTACT

We provide a Free Consultation and welcome the opportunity to meet with you and discuss your financial needs further.

CAREERS

COME WORK WITH US

As a small firm of Independent Financial Advisers, we pride ourselves in offering products from the whole of the market.  We're friendly approachable and transparent.  We are always looking for talented Independent Financial Advisers to join our growing team. If you think you have the experience and a desire for growth, please email us on joe@theiceni.co.uk or call us on 01603 957599.  We would love to hear from you.

NEWS

If you have more than one pension pot, should you bring them together?

This is a good question and if you have built up several different pension pots over the course of your working life, then it could be worth bringing them all together in one place. Let’s look closely at the possible Advantages and Disadvantages. Possible Advantages: It’s much easier to track your pension savings when they are all together in one place. You may also be able to increase both your access to your pension and maximise your retirement income.  You can pay less in charges if you transfer to a ‘new pension pot’ that has more beneficial rates. There could be tax relief benefits. Possible Disadvantages: Some pension schemes have exit penalties so you would need to investigate this. Some pensions may also have additional features and benefits that you could lose by transferring. Occasionally there may be tax advantages for keeping your individual pension pots. For more information and help as to whether this would be of benefit to you, please call us for a FREE pension advice consultation.  Your independent financial advisers in Norwich.

Norwich Financial Advisers – A Refreshed New Look

We are delighted with our new fascia sign outside our office in Drayton. The new Iceni Financial Advisers logo really stands out against our newly painted office.   We have also updated the video on our website with an incredible scenic view of our spectacular Norfolk coastline.  Take a journey from the iconic Happisburgh lighthouse right through to the jurassic cliffs and wonderful beaches of Hunstanton.  All compiled over the last 2 years by the very talented Joshua Paul Gardner. We think our new look really complements our Values – Professional, Friendly, Qualified. Come visit us; your local independent financial advisers in Drayton, just outside Norwich.   

Are you looking to retire this year? What you should know

  The outbreak of Covid-19 has played havoc with the stock market and has meant we are seeing rock bottom interest rates which means you will need to look at your choices very closely.   A “drawdown pension” means that you can choose the amount of money you can take out and when.  You could choose a monthly income or instead take lump sums, or even do both.  Alternatively, you could choose to transfer your pension savings pot for a guaranteed income for life – this is known as an “annuity“.  However, with current interest rates at such a low rate, the income you receive may be below what you were hoping for. If you need help with your decisions and to discuss through your choices to maximise your retirement income for you and your family,  please book a free consultation with one of our Independent Financial Advisers.  We are truly independent which means we look at the whole of the market, so we are able to give you the best advice for your particular needs. Find Out More About Income Drawdown

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