Financial Advisers in Norwich

Your adviser for life

We’re impartial independent financial advisers in Norwich here to help you get the most from your money.

An expert team

Whether it be pensions, protection, mortgages, retirement planning or inheritance tax planning, we can help.

Compass IFS Mug

Independent advice

Compass provides impartial, independent financial advice in and around Norwich, selecting products from right across the market to suit you and your circumstances.

Wealth management & investments

We recognise that no two clients are the same. That’s why we offer a truly bespoke investment approach to wealth management to maximise the potential for growth across your portfolio.
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ESG & Ethical

Investments in industries and companies that value the environment, society and general ethics.
Pension advice at desk

pensions & retirement planning

By taking a look at your pension provisions now with our expert team, you can help ensure you have a comfortable retirement to look forward to.
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Long term care

You want to make sure your money provides for you later in life. At Compass, we can talk you through all the options available to you.
Child reading

Inheritance tax planning

We can help you ensure your family is looked after properly when it comes to passing on your assets.
Young couple and child in field

Protection

It’s important to have financial peace of mind during times like these, and there are a number of products available that can help protect our families, incomes and properties.

Financial Planning Process

Needs change and everyone’s financial situation is different so the financial plan we produce for you is also unique and individually tailored to suit your particular needs.

Refer A Friend

At Compass Independent Financial Services Ltd, we truly appreicate your business. We recognise that clients have played and still play an important part in the growth of our future.
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Arrange a no-obligation consultation with our advisory team

Whether it’s an updated will or investment planning, we’re proud to have experts in each area of financial advice. We’re looking forward to helping you.