ACCOLADES AND PROFESSIONAL STANDARDS
OUR TEAM
MEET THE TEAM
JOSEPH DUNN
MANAGING DIRECTOR/FOUNDER
ANTHONY CROCKERT
INDEPENDENT FINANCIAL ADVISER/PARTNER
CAROLINE MIDDLETON
OFFICE MANAGER
Shirley Gabriel
Marketing Manager/Will Writer
Ha Browes
Administrator
GEORGIA MIDDLETON
ADMINISTRATOR
Ayan Chappra
ADMINISTRATOR
ABOUT US
WE DON'T DO SALES, WE OFFER SOLUTIONS
Iceni Financial Advisers are an Award winning, truly Independent Financial Advisers based in Norwich, Norfolk, with clients throughout the East of England and beyond. As we are totally independent and privately owned we are not tied to any products or providers, so our advice is always impartial. We are fully qualified and trusted with the requisite licences to provide Pension and Investment advice, as well as being Pension Transfer and Pension Drawdown specialists. Our aim is to work with you to find the best solutions to meet your needs. We pride ourselves in being able to offer a high level of service.
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Contact Info
UK Top Rated Advisers based on our Customer Reviews
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TESTIMONIALS
"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".
"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".
"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".
"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".
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.
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.
CONTACT
We provide a Free Consultation and welcome the opportunity to meet with you and discuss your financial needs further.
Please complete your details or call us on 01603-957599.
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
Track a lost pension. On average, per UK adult, it is believed that roughly £13,300 is sitting in three ‘lost’ pensions. Also almost 80% do not know how to begin tracking down a lost pension.
HNW individuals reviewing their wealth planning. New research from Rathbones reveals almost half of HNW (45%) have reviewed their wealth planning in the past year.
Adults with a mortgage without life insurance. Almost three in ten (28%) of young adults, between the age of 18-40 with a mortgage do not have life cover. Critically should they die they have no monetary protection for their families.