UK Independent. Sourced. Primary. · Est. 2024

Norfolk Financial Planning Ltd | IFA Financial Advisers | Norwich | Est. 2016

Norfolk Financial Planning Ltd is a ifa financial advisers registered in Norwich, established 2016. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Norfolk Financial Planning Ltd

IFA Financial Advisers · Norwich · Est. 2016

10 years
Active Trading
Active
CH Status
10088313
Company No
2025
Accounts to

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Company Registration Details

Registered company nameNorfolk Financial Planning Ltd
Companies House number10088313 →
Company typePrivate Limited Company (Ltd)
Registered addressAnton House St. Johns Road Stalham, NR12 9BE
City / RegionNorwich
Date incorporated2016
Years trading10 years
CH statusActive
SpecialismRecorded activity: 66190 (activities auxiliary to financial intermediation)
Index statusClaim this listing →

About Norfolk Financial Planning Ltd

Founded in 2016, Norfolk Financial Planning Ltd has been active for 10 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

It is one of 21 ifa financial advisers listed in Norwich on this index of 1663 UK firms in the category.

Verify the firm and the individual adviser on the Financial Services Register before transferring any money.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.

The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.

How to Choose the Right IFA Financial Adviser

Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
How much does independent financial advice cost?
Initial work commonly runs from several hundred pounds to the low thousands depending on complexity, with ongoing charges typically between 0.5% and 1% of assets annually; all charges must be agreed in writing before advice.
Do I need an IFA or can I manage my investments myself?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
What qualifications should an IFA have?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
What happens if I receive bad financial advice from an IFA?
The route is firm complaint, then Financial Ombudsman Service: authorised firms must operate a complaints procedure and respond within eight weeks, with the Ombudsman able to award redress on eligible cases.

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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Norfolk Financial Planning Ltd or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

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