Compass Independent Financial Services Ltd

We're impartial independent financial advisers in Norwich here to help you get the most from your money. Whether it be pensions, 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.

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Our company

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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.

FAQs

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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.

Pensions & retirement planning

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While it is never too late to start saving for your retirement, it is never too early to start thinking about retirement either. It is a complex subject, but our experts can help you make sense of it all. By looking at your retirement provisions now, you can help ensure you have a comfortable retirement to look forward to.

Protection

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Insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about. But it's important to have financial peace of mind during times like these, and there are a number of products available that can help protect our families, incomes and properties.

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.