Business Details
21 Years
experience
Independent Financial Advisers in Norwich
We are independent financial advisers serving clients across Norfolk and Suffolk. Established in 2005, our team has grown organically while maintaining a commitment to ethical practices and long-term client relationships. Our independence allows us to provide unbiased advice, searching the entire market to find suitable financial products tailored to individual needs. With over 50 years of collective experience, we specialise in helping families, business owners, and retirees navigate financial challenges. Our services include mortgage advice, equity release, estate planning, and tax-efficient profit extraction for businesses.We prioritise face-to-face meetings but also offer remote consultations via post or secure online platforms. Our dedicated support team ensures smooth processes, and we pride ourselves on accessibility, never turning away clients regardless of their financial situation. We operate under Sophex Limited, authorised and regulated by the Financial Conduct Authority, and maintain transparency in all our operations.
Services
Mortgage Advice
Equity Release
Retirement Planning
Business Financial Advice
Estate Planning
Details
- Year established: 2005
Highlights and features
- We are independent financial advisers with access to the entire market.
- Our team has over 50 years of collective experience in financial planning.
- We build long-term relationships to understand your unique financial needs.
- We offer flexible consultations via face-to-face meetings, post, or online.
- We never turn away clients regardless of their financial circumstances.
Associations and certifications
- Financial Conduct Authority
- VouchedFor
What people say
Great advice
Top-rated
Long-term relationships
Accessible team
Services
Mortgage Advice
Our expert mortgage advisers help first-time buyers, home movers, and investors navigate the market. We offer guidance on remortgaging, buy-to-let investments, and equity release. With access to the entire market, we find tailored solutions to suit your property and financial goals.
Equity Release
We provide specialist advice on equity release schemes for older homeowners. Our team assesses whether releasing capital from your home aligns with your retirement plans, ensuring you understand all implications and alternatives before proceeding.
Retirement Planning
We help clients prepare financially for retirement, whether imminent or decades away. Our strategies focus on building sustainable lifestyles post-retirement through pension optimisation, investment management, and tax-efficient income planning.
Business Financial Advice
We advise business owners on tax-efficient profit extraction, succession planning, and family financial protection. Our solutions ensure business stability while aligning with personal financial goals, including estate planning and asset preservation.
Estate Planning
Our estate planning services protect your assets for future generations. We guide clients through will writing, trust creation, and inheritance tax mitigation strategies, ensuring your wealth distribution aligns with your wishes while complying with legal requirements.
People
Alex Couling
Director & Independent Financial Adviser
With extensive experience in financial planning, Alex specialises in retirement solutions and mortgage advice. He prioritises client relationships and ensures tailored strategies that adapt to evolving life circumstances.
Jade Carter
Independent Financial Adviser
Jade focuses on helping families secure their financial futures through comprehensive planning. Her approach combines technical expertise with empathetic guidance to address clients' unique needs.
Alice Ward-Smith
Independent Financial Adviser
Alice specialises in equity release and retirement planning. She ensures clients understand all options while maintaining compliance with regulatory standards and ethical practices.
Zoe Hart
Independent Financial Adviser
Zoe provides tailored financial solutions for business owners, focusing on tax efficiency and long-term wealth preservation. Her expertise spans corporate finance and personal investment strategies.
Georgianna Lacey-Scane
Independent Financial Adviser
Georgianna combines technical knowledge with client-focused service, specialising in estate planning and intergenerational wealth transfer strategies to protect family legacies.
Questions
What areas do you serve?
We primarily serve Norfolk and Suffolk, with clients across East Anglia, the South East, and the entire UK via remote consultations.
Are you regulated by any official body?
Yes, we operate under Sophex Limited, authorised and regulated by the Financial Conduct Authority (FCA).
Do you offer free initial consultations?
Yes, we provide a free initial consultation to help you understand our services with no obligation.
What types of clients do you work with?
We specialise in advising families, business owners, and retirees, though we welcome all clients seeking financial guidance.
