As a locally owned, genuinely independent company, we pride ourselves on the quality of our independent financial advice and customer service to both personal and corporate clients. Our success has been built upon "word of mouth" referrals from existing clients and close relationships with solicitors and accountants.
With offices in Norwich, Gorleston and Lowestoft, we have a strong presence throughout Norfolk and Suffolk. We offer a range of wealth management and financial planning services, including Retirement (Pension Planning), Investment and Tax Planning; on a discretionary basis, if required. We can also arrange Mortgages and Protection for you and your family.
With offices in Norwich, Gorleston and Lowestoft, we have a strong presence throughout Norfolk and Suffolk. We offer a range of wealth management and financial planning services, including Retirement (Pension Planning), Investment and Tax Planning; on a discretionary basis, if required. We can also arrange Mortgages and Protection for you and your family.
Services
We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge, commitment to progress and value for money. Call us to speak to an adviser and find out how we can help, It's free and you are under no obligation to proceed. Aaron played football for numerous clubs at academy level including Leicester City, before joining Finance Shop in 2016.
The pensions landscape is constantly changing and independent advice in this area is now more important than ever. Whether you have 10,000 or 10,000,000, the same fundamental principles apply to any successful investment planning. We have been providing mortgage advice since 1990 and as independent mortgage brokers we will act on your behalf to find the best deal to suit your circumstances.
The money in a pension is invested to help give it the opportunity to grow. How it's invested will affect how your pot grows - so it's important that you understand your investment options. We will work with you to answer these questions and help you make the most of your savings so that you can retire when you want, without financial worry.
There are thousands of investment options, let us tailor a tax efficient solution for your circumstances. We can help you choose the right investment, whilst using our experience to maximise gains and limit tax liabilities. After gaining a good understanding of your financial position and attitude to risk, we will build a plan to suit your needs over the long term.
We have been providing mortgage advice since 1990 and as independent mortgage brokers we will act on your behalf to find the best deal to suit your circumstances. Most importantly, there's no obligation to apply for a mortgage with us. This tool is designed to show you how much you could borrow based on your annual income (before tax) and gives an indication of what your mortgage repayments might be.
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