We're impartial independent financial advisers in Norwich here to help you get the most from your money. Whether it be pensions, legal services, protection, mortgages, retirement planning or inheritance tax planning, we can help. Compass provides impartial, independent financial advice in and around Norwich, selecting products from right across the market to suit you and your circumstances.
We recognise that no two clients are the same. That's why we offer a truly bespoke investment approach to wealth management to maximise the potential for growth across your portfolio. Investments in industries and companies that value the environment, society and general ethics. By taking a look at your pension provisions now with our expert team, you can help ensure you have a comfortable retirement to look forward to.
We recognise that no two clients are the same. That's why we offer a truly bespoke investment approach to wealth management to maximise the potential for growth across your portfolio. Investments in industries and companies that value the environment, society and general ethics. By taking a look at your pension provisions now with our expert team, you can help ensure you have a comfortable retirement to look forward to.
Services
Compass Independent Financial Services Ltd was founded in 2001. Compass was set up with a desire to support local communities and residents with their finances and act as a respectful expert in matters of financial advice; primarily wealth management, investments, pensions and inheritance tax planning.
When you first meet with a financial adviser, they will ask you a number of questions to help them recommend a financial plan for you. They will ask about your current financial position, what your goals are, which products you have already, and how you feel about taking risks with your money. But as well as coming prepared with your relevant paperwork and financial goals, you should also come armed with questions of your own.
Independent Financial Advisers (IFA's) are able to provide unbiased advice with limited restrictions on the providers and solutions they can offer. This differs from restricted or tied advisers, who are limited with the providers they can use or the solutions they can offer. This could mean that the most effective solution is not available.
Here at Compass, we have an experienced team who have provide expert advice on Investments and wealth management. We provide advice on new investments, review existing investments and can provide ongoing monitoring of investments. The key to providing great advice is our structured advice process. During the advice process we discuss your objectives in detail consider your investment timeframe and any future wants needs and desires.
During the advice process we establish if you would like us to consider any social or ethical preferences with your portfolio. This does not screen out industries however looks to invest in companies which consider these factors. Whether it's an updated will or investment planning, we're proud to have experts in each area of financial advice.
