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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Norfolk & Suffolk Chartered Financial Planners

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Norfolk & Suffolk Chartered Financial Planners

Established in 1974, we are a firm of Chartered Financial Planners offering a comprehensive financial planning service.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. Norfolk & Suffolk specialise in providing independent, whole of market advice, on all areas of financial planning to individuals, companies, trusts and charities. The principal services that we offer are:

■ Investments
■ Pensions and Retirement Planning
■ Protect

ion - including mortgage, family and business protection
■ Equity Release
■ Trusts and Gifts
■ Long Term Care Planning

We operate throughout Norfolk and Suffolk (and often further afield). Clients are welcome to visit us here at our offices, and we are happy to see clients in their homes or their places of work and there is no charge for the first meeting to see if we can help you and if you wish to work with us. Prior to undertaking any work we would explain to you in writing the cost of our services and the options as to how our costs can be paid.

07/08/2025

Our latest Economic Review includes – latest data highlights continued economic fragility – GDP contracted again, inflation rose unexpectedly, Labour market indicators softened further. Despite this, the Bank of England may still cut Bank Rate in August.

https://norfolkandsuffolk.co.uk/wp-content/uploads/2025/08/July-2025-Economic-Review.pdf

24/07/2025

Read the latest commercial property news in our Commercial Property Market Review. London's investment market shows strong recovery signs, owner-occupiers are fuelling demand as buying becomes cheaper than renting. In Scotland, hotels lead despite a slower H1.

https://norfolkandsuffolk.co.uk/wp-content/uploads/2025/07/July-2025-Property-Market-Review.pdf

14/07/2025

Read our latest newsletter – Your Window on – including getting your finances Budget-ready this summer, getting acquainted with your pension sooner rather than later and how the great wealth transfer impacts you.

https://norfolkandsuffolk.co.uk/wp-content/uploads/2025/07/Summer-2025-Newsletter.pdf

04/07/2025

Our latest Economic Review includes – modest Q2 economic growth, Bank Rate kept steady, welfare concessions create new Budget challenge and latest figures show disappointing retail sales.

https://norfolkandsuffolk.co.uk/wp-content/uploads/2025/07/June-2025-Economic-Review.pdf

04/06/2025

Our latest Economic Review includes – UK economic growth surprise in Q1, with 0.7% GDP rise. BoE cut rates again, but inflation spiked to 3.5%. Labour market softens with fewer payroll jobs and higher unemployment.

https://norfolkandsuffolk.co.uk/wp-content/uploads/2025/06/May-2025-Economic-Review.pdf

27/05/2025

Read the latest commercial property news in our Commercial Property Market Review. Including a rebound in West End investment, UK and regional offices thrive, led by Manchester and Leeds and while retail struggles, the industrial sector remains hot property

https://norfolkandsuffolk.co.uk/wp-content/uploads/2025/05/May-2025-Property-Market-Review.pdf

07/05/2025

Our latest Economic Review includes – the Chancellor’s spending plans were revised in the Spring Statement, a dip in inflation… but for how long, a “modest expansion” in business activity and an unexpected rise in retail sales hashtag hashtag hashtag hashtag

https://lnkd.in/gq7RXghi

01/05/2025

It's not too late to sign up for the Beccles Cycle for Life, taking place on the 11th May 2025. Please see the links below for more details and how to sign up.
https://becclescycleforlife.org/
https://www.facebook.com/becclescycleforlife

09/04/2025

Read our latest newsletter – Your Window on – including ‘death cleaning’ your finances, kickstarting the new tax year, protection insurance – are you covered? Also, closing the investment gap, pensions and IHT and the value of financial advice in uncertain times.

https://norfolkandsuffolk.co.uk/wp-content/uploads/2025/04/Spring-2025-Newsletter.pdf

02/04/2025

Our latest Economic Review includes – the Chancellor’s spending plans were revised in the Spring Statement, a dip in inflation… but for how long, a “modest expansion” in business activity and an unexpected rise in retail sales

https://norfolkandsuffolk.co.uk/wp-content/uploads/2025/04/March-2025-Economic-Review.pdf

19/03/2025

Today, we celebrate the incredible career of our colleague and friend, Phil, as he retires after 10 years of dedicated service as a financial adviser and company director at Norfolk & Suffolk.
Phil has been an invaluable part of our team, offering expert guidance, unwavering support, and a great sense of humour along the way. His commitment to both clients and colleagues has left a lasting impact, and while we will miss him in the office, we know he has an exciting new chapter ahead!
Wishing you all the best for a well-earned retirement, Phil—may it be filled with relaxation, adventure, and plenty of time for the things you love. Enjoy every moment!

Address

3 Quay View Business Park
Lowestoft
NR322HD

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441502501922

Website

http://www.norfolkandsuffolk.co.uk/

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