Financial Index › IFA Index › Norfolk Financial Planning Ltd
Norfolk Financial Planning Ltd
IFA Financial Advisers · Norwich · Est. 2016
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Company Registration Details
| Registered company name | Norfolk Financial Planning Ltd |
| Companies House number | 10088313 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Anton House St. Johns Road Stalham, NR12 9BE |
| City / Region | Norwich |
| Date incorporated | 2016 |
| Years trading | 10 years |
| CH status | Active |
| Specialism | Recorded activity: 66190 (activities auxiliary to financial intermediation) |
| Index status | Claim 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
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| Martin Smith Independent Financial Adviser LtdNorwich · Est. 2018 | View → |
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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.