Services

Whatever you would like to do with your money, we are here to help you make the most of it. Read on to learn how we can help you.

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.
Financial adviser and client

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.
Child with daisy

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.
Adult holding hands with child

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 and adult at desk

Legal services

Compass can help you plan for your future with our Legal Services, including Wills and Powers of Attorney.
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.
family discussing mortgages

Mortgages

At Compass, we are independent and give unbiased financial advice: we are here to take the stress out of finding a mortgage and we’ll help you every step of the way.

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.