01603 266333 enquiries@justfinancialplanning.co.uk

ABOUT US


In 2018, Just Financial Planning was awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This was an important step for the business, marking it as one of the top financial planning companies in the country. It’s the highest professional standard for financial advisers.

Achieving Chartered status means a lot to the whole team. It recognises the hard work that each individual puts in every day to offer our clients the very best service. It demonstrates to the outside world that we’re committed to operating at the highest ethical standards, always putting our client’s interest first and serving their needs to the best of our ability.

In 2018, we were named on the NMA Top 100 list, and in 2019, we were named the Best Financial Adviser in the Eastern Region in the New Model Adviser Awards, an accolade we are very proud of.

We have a fantastic team of advisers dedicated to helping you make the most of your money.


Holly Heald, FPFS
Director, Chartered Financial Planner
Holly has over 15 years’ experience in the Financial Services Industry. She is a Chartered Financial Planner, which is often considered the pinnacle of financial advice qualification. She also holds a First Class Degree in Business with Economics.
Roy Durrant, FPFS
Director, Chartered Financial Planner
Roy was one of the very first advisers in the UK to achieve Chartered Financial Planner status and has worked in Financial Services since 1991, including the last 15 years as an Independent Financial Adviser (IFA) working with individuals and businesses. He is a Resolution accredited IFA as well as a member of STEP.
David Coleman, APFS
Chartered Financial Planner
David values independent financial advice and brings his experience of advising clients on a broad range of financial matters to the team. He holds the Advanced Diploma in Financial Planning and also achieved a Distinction in his Masters in Finance & Investment Management.

Jim Duvall, DipPFS
Independent Financial Advisor
Jim began his Advisor career in 1987 with a small firm of Brokers in North Norfolk. Since then he has continued to work with clients over the long term, helping guide people through their working life and into retirement. His wealth of knowledge and experience is a great asset to the team.
Jenny Durrant, DipPFS
HR & Compliance Manager
Jenny has been working within the Financial Service Sector since 2000. She now takes responsibility for the HR and Compliance monitoring side of the business ensuring that we’re always meeting the rigorous standards expected in today’s highly regulated financial world.
Amy Sparkes, DipPFS
Senior Paraplanner
Amy is our Senior Paraplanner and brings together nearly 15 years of Financial Services experience with her Level 4 Diploma to support our advisers. She focuses on the research and preparation of our financial planning reports, so we can give you the best advice.

Lisa Clark, DipPFS
Trainee Paraplanner
Lisa joined the team in June 2019 having worked in the industry for two years previously. She has completed her Level 4 Diploma and is currently in a trainee paraplanner role, working under the guidance of Amy.
Jo Ford
Office Administrator
Jo has worked in the business since 2010 and deals with the office management administration. Jo is responsible for making sure that the office runs smoothly on a day to day basis.
Katrina Clarke
Senior Administrator
Katrina began working in Financial Services in 2012 and is currently working towards her level 4 Diploma. Katrina’s role is to support our advisers and other administration team members in their daily activities.

Liz King
Senior Administrator
Liz joined us in January 2019 and her experience has quickly made her part of the team. Liz has over 20 years of experience in the industry and holds the full Financial Planning Certificate.
Natalie Freestone
Administrator
Natalie brings her wealth of experience to our team to assist our advisers.
Phil Heald
IT & Communications Manager
Phil supports the team with IT and communications solutions.

We’re based in Coltishall, in Norfolk. We have clients based around the UK – we’re happy to offer independent financial advice to clients across East Anglia and beyond.

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code of Ethics

When choosing your Financial Adviser, there are many factors to consider. Probably most importantly is whether they are qualified to provide the advice that they are giving. All the Advisers at Just Financial Planning Ltd have obtained their Statement of Professional Standing which confirms that they have:

  • successfully completed any required examinations or gap-fill and have achieved a minimum of QCF Level 4 which is the national Qualifications and Credit Framework; the organisation that assesses adequacy
  • maintains the required programme of Continuous Professional Development (CPD) as set out by the Financial Conduct Authority (FCA)
  • acted in accordance with the FCA Statements of principle and code of practice for approved persons (APER)
  • agreed to adhere to a Code of Ethics

So what can you expect from us at Just Financial Planning Ltd?

OUR PROMISE TO YOU 

We will

  • treat you with professionalism at all times
  • give you the highest standard of service
  • act with the highest ethical standards and integrity
  • act in your best interests
  • adhere to the principles of treating clients fairly regardless of race, gender, sexual orientation, age, religion or disability
  • work together with your professional advisers to ensure advice relating to complex cases complement any legal/tax advice received elsewhere
  • provide whole of market solutions unless specifically requested to restrict the advice
  • guarantee that all advisers are appropriately qualified, inline with Financial Conduct Authority
  • discuss and agree the fees/commissions in respect of any work prior to it being undertaken which will be confirmed in writing in all cases
  • agree any ongoing review/service requirements and remuneration structure
  • keep your other professional advisers informed of any action taken, where requested

When choosing an Adviser, we think it’s really important to understand whether they are giving you truly Independent advice or whether they are Restricted.

All of the Advisers at Just Financial Planning Ltd are Independent Financial Advisers and will only restrict advice at the request of the client.