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Our Services

Why Use us?

Expert Advice


Our team of financial advisers are experienced and highly qualified, making them ideally positioned to offer financial advice on a broad range of financial topics and issues.

Bespoke service


We get to know our clients personally, ensuring that we genuinely understand your preferences and goals before offering bespoke services to meet your requirements.

Regulated and trusted


East Anglian Financial Planning Ltd is regulated by the Financial Conduct Authority (FCA), ensuring that your financial future is in good hands.

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Explore all of our services

Financial Planning

Articulate your objectives and create a wealth plan to achieve your financial goals, whatever they might be.

Investment advice

Build or update your portfolio to meet your current and future financial goals while staying ahead of inflation.

Retirement Advice

Discover the tools, resources, and strategies needed to retire on your terms.

Working With Professionals

Whether you are seeking independent financial advice on pensions, investments, retirement, inheritance tax planning or divorce.

Trustee investment

Meet your legal obligations as a trustee and ensure that the beneficiaries are taken care of.

Financial Advice In Divorce

Achieve the best possible financial settlement for you and your family following divorce proceedings.

Ongoing Review Service

You will have no doubt heard stories of bad investment or financial planning experiences, even had them yourselves.

Pension Funding

Understand the different plans available and create a personalised retirement plan that makes sense to you.

Our Investment Philosophy

No two clients have the same needs or objectives for their savings, they will have differing investment time frames and they may each accept a different level of risk from one other, as well as potentially having differing environmental social and governance (ESG) preferences.

Inheritance Tax Planning

Efficiently pass on your wealth to the next generation without being burdened with inheritance tax.
Speak to the team