Business Details
25 Years
experience
Independent Financial Advisers in Norwich
Compass IFS is a second-generation, family-run financial advisory firm based in Norwich, dedicated to providing impartial, expert advice tailored to individual client needs. Established in 2001, we prioritise long-term relationships and community engagement, offering services in wealth management, pensions, inheritance tax planning, and protection. Our team of certified professionals adheres to strict independence, ensuring recommendations are driven solely by client objectives.We maintain a client-first ethos, supported by continuous investment in technology, staff training, and compliance. Recognised for excellence through industry awards, we combine local knowledge with national expertise to deliver bespoke financial solutions.
Services
Financial Planning
Wealth Management
Pension Planning
Inheritance Tax Planning
Long-term Care Funding
Investment Management
Protection Services
ESG & Ethical Investments
Details
- Year established: 2001
Highlights and features
- Award-winning independent financial advisers with tailored solutions
- Second-generation family-run firm with deep local community ties
- Ongoing investment in technology and staff training for superior service
- Client-first ethos with a focus on long-term relationships
- Bespoke investment approach maximising growth potential across portfolios
What people say
Professional manner
Easy to understand explanations
Friendly approach
Honest communication
Superb investments
Services
Financial Planning
Our financial planning service creates tailored strategies aligned with your life goals, considering evolving needs and market changes. We conduct in-depth reviews to ensure your plan remains effective, offering transparent advice on investments, pensions, and tax efficiency. With a focus on long-term growth and risk management, we help clients achieve financial security through personalised roadmaps.
Wealth Management
Wealth management involves bespoke portfolio creation and ongoing monitoring to maximise growth potential. Our Investment Committee oversees strategies using FE Crown Ratings for fund selection, ensuring diversified, risk-appropriate solutions. Clients benefit from regular performance reviews and tax-efficient structuring, with access to a secure client portal for real-time updates and documentation.
Pension Planning
Pension planning services assess current provisions and design strategies for a comfortable retirement. We review existing schemes, consolidate fragmented pots, and recommend tax-efficient contributions. Our advisers guide clients through complex legislation, ensuring optimal withdrawal strategies and compliance with regulatory changes to safeguard retirement income.
Inheritance Tax Planning
Inheritance tax planning minimises liabilities through strategic asset structuring and trust arrangements. We focus on bloodline planning to preserve wealth for beneficiaries, utilising exemptions and reliefs. Our approach ensures estates transfer smoothly while addressing potential liquidity issues to prevent forced asset sales by heirs.
Long-term Care Funding
Long-term care funding solutions help clients prepare for future care costs through insurance and asset protection strategies. We evaluate options for home or residential care, integrating these plans with overall estate management to maintain financial stability while ensuring quality care provision.
Questions
What services does Compass Independent Financial Services offer?
We provide financial planning, wealth management, pension and retirement planning, inheritance tax strategies, long-term care funding, and ESG investment options.
How is Compass IFS different from other financial advisers?
As a second-generation family-run firm, we combine local expertise with full independence, offering impartial advice tailored to individual client needs without product restrictions.
What fees are associated with your ongoing advice service?
Our ongoing service costs 1% of funds under management annually, with a minimum of £1,000 and cap of £35,000, billed monthly.
Do you offer ethical investment options?
Yes, we provide ESG and ethical investment portfolios aligned with client values, focusing on sustainability and responsible corporate practices.
How often are financial plans reviewed?
We conduct annual comprehensive reviews and continuous monitoring to ensure plans adapt to changing circumstances and market conditions.
Reviews (2)
Ruth Davies
Dec 02, 2021
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Laura was amazing, She helped me find the morgage and followed it through from start to finish. I will definately use Compass again and always recommending them. Thanks Ruth
Chris Griffin
Dec 30, 2014
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I recently used Compass to help with Mortgage advise, they kept me informed at every stage of the process and were happy to answer any questions I had about the process.
