Helping you achieve your financial goals in life
Who we are
Iceni Financial Advisers is an award-winning, truly independent financial advisory practice based in Norwich, Norfolk. Founded on the principle of providing impartial and personalized guidance, we work with clients throughout the East of England and beyond. As an independent firm, we are not tied to any specific products or providers, ensuring that our advice is always in your best interest.
What we do
We offer a comprehensive range of financial planning and wealth management services, including:
Pensions
- Pension planning and advice
- Pension transfers and consolidations
- Pension drawdown strategies
- Pension reviews and optimizations
Investments
- Investment planning and portfolio construction
- Savings and budgeting advice
- Regular reviews and ongoing monitoring
Tax Advice
- Tax planning and mitigation strategies
- Capital gains tax planning
- Inheritance and estate planning
- Tax-efficient investment options
Additional services
- Long-term care planning
- Will writing and Power of Attorney services
- Mortgage and buy-to-let advice
- First-time buyer guidance
Our approach
We take a holistic approach to financial planning, considering your individual goals, circumstances, and financial health. We believe in open communication, transparency, and building lasting relationships with our clients. Our goal is to empower you to make informed financial decisions and achieve your financial goals.
What sets us apart
- Independence: We are not beholden to any financial institution, allowing us to provide unbiased and impartial advice.
- Expertise: Our team of experienced financial advisors holds relevant qualifications and licenses in financial planning and investment advice.
- Personalized service: We take the time to understand your unique needs and goals, tailoring our recommendations accordingly.
- Transparency: We provide clear and concise explanations of our services and fees.
Get in touch
We offer a free initial consultation to discuss your financial needs and explore how we can help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure and prosperous future.
Overview of Iceni Reviews
Exceptional Service and Expertise
The reviews highlight the exceptional service and expertise provided by Iceni, with particular praise for Joe and his team. The reviewers commend Iceni for their clear and honest financial advice, friendly service, and ability to put their minds at ease.
Praise for Joe's Expertise
Joe's professionalism, personability, and expertise are consistently praised throughout the reviews. Reviewers appreciate his ability to explain complex financial information in a clear and concise manner, ensuring they fully understand their options.
Positive Impact on Clients' Lives
The reviews also highlight the positive impact Iceni's advice has had on clients' lives. For example, one reviewer received a refund for incorrect charges thanks to Joe's advice, while others have achieved their investment goals and secured excellent mortgage rates.
