Making a Real Difference to Your Finances
Welcome to Finance Shop, a trusted provider of independent financial advice based in East Anglia. Established in 1990, we have built our reputation on delivering high-quality financial advice to both personal and corporate clients. With over 750 million of assets under management, our success is rooted in "word of mouth" referrals from satisfied clients and close relationships with solicitors and accountants.
Our Services
At Finance Shop, we offer a comprehensive range of wealth management and financial planning services, designed to help you achieve your financial goals. Our services include:
Retirement Planning
The pensions landscape is constantly changing, and independent advice in this area is now more important than ever. Whether you're planning for your retirement or already retired, we can help you navigate the complex world of pensions and retirement planning. Our experienced advisers will work with you to create a tailored retirement plan that meets your unique needs and goals.
Investment Planning
We believe that successful investment planning is about more than just picking the right investments. It's about understanding your goals, risk tolerance, and time horizon, and creating a diversified portfolio that aligns with your unique needs. Whether you have 10,000 or 10,000,000, our experienced advisers will work with you to create an investment plan that meets your needs.
Mortgage Advice
We have been providing mortgage advice since 1990 and are committed to finding the best deal to suit your circumstances. As independent mortgage brokers, we will act on your behalf to find the most suitable mortgage for your needs. Whether you're a first-time buyer, moving home, or remortgaging, we can help you find the right mortgage.
Protection
We understand that financially protecting you and your family is essential. That's why we offer a range of protection products, including life insurance, critical illness cover, and income protection. Our experienced advisers will work with you to create a protection plan that meets your unique needs and gives you peace of mind.
Corporate Financial Advice
We have been advising companies on their financial planning since 1990. Whether you're a small business or a large corporation, we can help you create a tailored financial plan that aligns with your business goals. Our experienced advisers will work with you to create a plan that meets your unique needs.
Tax Planning
We understand that managing your taxes effectively is essential to your financial success. That's why we offer tax planning services to help you arrange your personal or business assets in the most tax-efficient way. Our experienced advisers will work with you to create a tax plan that meets your unique needs.
How We Help You
At Finance Shop, we're committed to helping you achieve your financial goals. We believe that building long-term relationships with our clients is the key to success. That's why we offer face-to-face independent financial advice, regular reviews, and a range of premium services designed to help you stay on track.
Our experienced advisers will work with you to create a tailored financial plan that meets your unique needs and goals. We'll review your plan regularly to ensure it stays aligned with your changing needs and circumstances. And we'll be there to answer your questions and provide ongoing support every step of the way.
Our Track Record
At Finance Shop, we're proud of our track record of helping our clients achieve their financial goals. We believe that our success is rooted in our commitment to providing high-quality financial advice and exceptional client service.
But don't just take our word for it. Here's what some of our clients have to say about their experience with Finance Shop:
"Very professional organisation. All transactions handled in complete confidence, and extremely pleased with investments made. Would have no hesitation in recommending the services of Finance Shop." - Jill B
"Finance Shop has always provided me with full and helpful investment advice, ready to take the time to explain all possibilities and outcomes; a very professional but also friendly service. many thanks for the years of support." - Barbara L
"If it were not for Finance Shop I doubt I would be looking forward to a sound financial ret
