01603 266333 enquiries@justfinancialplanning.co.uk

Just Financial Planning

Independent Financial Advisers in Norfolk

PENSIONS

Do you know how much income you’ll have when you retire? To live the retirement of your dreams, you’ll need the right pension for your situation and objectives. We can help you achieve that.

RETIREMENT

Wide-sweeping legislative changes introduced in April 2015 mean that it is more important than ever to ensure that you fully understand the options available to you when you retire.

SAVINGS & INVESTMENTS

The way you save and invest your money can make a significant difference to your finances…and peace of mind. We can guide you through your options.

MORTGAGE & PROTECTION

Moving home is stressful. Your mortgage doesn’t have to be. We research the market to get you a deal which is both suitable for your circumstances and competitively priced, helping you avoid the pitfalls along the way.

ESTATE PLANNING

You’ve worked hard for your money. Let us help you make sure that it goes to the right people with expert advice about your position, the limits and reliefs available to you, and will writing.

GET IN TOUCH

Take the first step – get in touch with us now to arrange an initial chat with no obligation.


“Planning is bringing the future into the present so you can do something about it now.”*

We like to think that we’re a breath of fresh air in the financial planning world. No annoying call centres, no mind-bending jargon. Just good old-fashioned personal service combined with the latest technology and research.

We believe that how you look after your money is really important. Whether it’s your savings, investments, pension, insurances or mortgage, managing your money well can make a significant difference to your life – both now and in the future.

*Quote by Alan Lakein, personal time management author


Knowledgeable. Impartial. Personal.

We’re independent financial advisers which means that we’re not tied to any particular products or providers. We will only ever recommend solutions that are right for you.

We have over 15 years of experience working with individuals, businesses and charities.

Ready to build your first financial plan? Need to review your existing arrangements?

Our financial planning professionals can help you with a personalised strategy. Want to know more? Contact us on 01603 266333 or complete our contact form and we’ll get back to you as soon as possible.

We’re based in Coltishall, in Norfolk. Lots of our clients are based in and around Norwich, the Norfolk Broads and across North Norfolk, including North Walsham, Aylsham and Cromer. We also work with clients in London and are happy to offer independent financial advice to clients across the UK.

Our Services

Savings

Investments

Pre retirement planning – pensions & investments

At retirement planning

Life & Health Insurance

Mortgage Advice

Buy to Let Advice

Equity Release Advice

Inheritance tax and estate planning advice

Holistic Financial Planning

We also offer a range of legal services including Wills and lasting Powers of Attorney.

Get in touch

We will be able to explain risk in more detail. Contact your financial adviser before making any decisions. The value of investments may fall as well as rise. You may get back less than you originally invested.

If you wish to register a complaint, please write to Just Financial Planning Ltd, 41 Church Street, Coltishall, Norfolk, NR12 7DW or telephone 01603 266333.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.