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.
We work hard to be amongst the very best in the industry. We are Chartered Financial Planners – a designation which is testament to that. It means that we’ve satisfied a set of criteria which recognise our commitment to quality customer service, ethical behaviour and delivering best practice in everything we do. All of our customers benefit as a result.
*Quote by Alan Lakein, personal time management author
We’re independent financial advisors 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.
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.
We also offer a range of legal services including Wills and lasting Powers of Attorney.
We will be able to explain risk in more detail. Contact your financial advisor 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.