ICENI FINANCIAL ADVISERS

PROFESSIONAL FRIENDLY QUALIFIED

ACCOLADES AND TRADEMARKS

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

MARTIN HEWETSON

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 - 2021' 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

Thinking about taking your pension? Timing is everything

You will have many things to consider when investing for retirement.  How your money will perform in the stock market, how long you may need an income for and whether the amount you withdraw from your pot each year is sustainable.  You must also think about timing, because the movements in the stock market can have a huge impact on how long your pension pot lasts.  

Inflation proof your pension

Those approaching retirement should consider protecting their income from inflation after the cost of living index jumped to its highest level since November 2018.  The official rate of inflation hit 2.1% in May 2021, up from 0.7% in February.  The rate is expected to stay close to or above the Bank of England’s target rate of 2% until at least 2024, according to forecasts by the Bank’s monetary policy committee.

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