St Andrews Financial Planning has grown into one of the most respected
independently owned financial advisors in Norfolk.
We have a team of advisers based across East Anglia so you’ll
benefit from contact with a locally based financial adviser whilst being safe in
the knowledge that they are supported by one of the UK’s most experienced
financial services networks. Find out what our clients think >
Our aim is to treat you fairly at all times by delivering the level of customer
service and financial services that you require.
We are not tied to any bank, building society or investment house. So you can be
sure we're making decisions that are in your best interests. We aim to provide a
service that's clear and transparent, we do not charge an advice fee, and we'll
help you understand the service and charges associated with your decision before
you make any commitment whatsoever. If you choose to proceed your adviser will
listen to you and take the time to understand your needs, then present their
recommendations in plain, jargon free English. |
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Mortgage planning
House purchase, Re-Mortgages, Buy to Let,
Commercial and Bridging
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Financial planning
Retirement and inheritance tax planning, using your
tax allowances
and helping you to make the most of
your money
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Investment advice
Portfolio management, ISA transfers, unit trusts and
trustee investments
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Pension advice
Pension transfers, self-invested personal pension
investments, and pension
portfolio management
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Retirement advice
Annuity purchase, income drawdown and phased
retirement
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Protection advice
Life assurance, income protection, long-term care,
Key Man insurance,
shareholders protection, and
partnership protection
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