We offer advice on pensions, investments, mortgages, insurance, personal taxation and loans for businesses. We take the time to talk freely with you about your needs, gaining insights, listening to your ideas, and most importantly, understanding your objectives. We believe these steps are crucial to the development of a strategy that matches your aspirations.
What do we mean by “Independent”? Independent is how we describe the fact that we are not tied to a single company and that we try to find the best solution to suit your needs. We offer products from the whole of the market. We work for you. We design our own model portfolios for investors to ensure that we review them regularly and to insure that our customers receive the most suitable place for their money.
Together we will create your unique Financial Plan which will act as a working document reflecting the essence of what is truly important to you. This will act as our mutual guide upon which all future financial decisions are based, so our attention to detail is vital.
We help clients achieve deeply held goals, not merely time-barred objectives; achieving peace of mind, a generous spirit and recognition that security is not based upon wealth. You will receive professional advice about where your financial arrangements are already good, and where they could be improved. A sense of emotional well-being can be enhanced with financial planning that is rooted in understanding your values and life principles. So we start with this end in mind.
We have a transparent and fair charging system for the advice we give. Your first meeting with us is entirely free. There is no obligation to take things further should you change your mind. We will agree with you, in advance, how much you will pay for the research we undertake on your behalf, for any investment you make, and for the ongoing advice we give. We think you will find us professional, knowledgeable, trustworthy and friendly.
At Iceni Financial Advisers, our emphasis is on building strong, long lasting personal relationships with our clients. We pride ourselves on giving a fresh perspective to clients and their financial affairs. We have a wealth of experience and market knowledge to help you get the most from your finances. You can be assured that your financial affairs are handled efficiently, responsibly and ethically.
You can also contact us over the phone, by zoom, skype or face-time, should you prefer.