ICENI FINANCIAL ADVISERS

PROFESSIONAL FRIENDLY QUALIFIED

ACCOLADES AND PROFESSIONAL STANDARDS

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

OFFICE MANAGER

Shirley Gabriel

Marketing Manager

Ha Browes

Administrator

ABOUT

WE DON'T DO SALES, WE OFFER SOLUTIONS
Iceni Financial Advisers is 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. READ MORE
'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

Can you protect your dividends from new tax rate?

Did you know that the Government plans to add 1.25% on the dividend tax rate.  You can receive £2,000 of dividends a year tax free but after that the tax rate is 7.5% for basic taxpayers and 32.5% for higher taxpayers.  This is planned to rise to 8.75% and 33.75% respectively in April 2022.  This means a basic taxpayer will pay £263 in tax, up from £225 on £5,000 of dividend payments.  For a higher taxpayer this will e £1,013 up from £875.

Access to your private pension rises from 55 to 57

The age at which pension savers can access their pot freely, is set to increase from 55 to 57. The change, which is due to come into force in 2028, will affect most people approaching retirement.  This will mean that from 2028, those under 57 will not be able to access their pensions without incurring a tax penalty. There are exceptions, however, notably people forced into retirement by bad health as well as firefighters, police and the armed forces.

Did you know 1.6m pensions are missing?

There are about 1.6 million lost pension pots in the UK worth over £19.4 billion.  The ABI (Association of British Insurers) says that pensions often get mislaid when people move house and fail to tell their pension scheme provider. Tracking down lost pensions is certainly worthwhile as it will give you a clear view of your financial position when you are looking to retire. 

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