Home About Us News FAQs Contact Us People Finder Search Client Login Financial Planning Financial Planning Team Retirement Planning Mortgages Long-term Care Investment Planning Financial Protection Investment Management Insurance Corporate Benefits Financial Planning Helping You Achieve Your Financial Goals Our financial planning services have been developed to help you define and achieve your personal financial objectives. Our IFA services cover the whole spectrum of personal finance including: Budgeting Protection Mortgages and debt planning Tax-efficient investments Asset allocation Planning for education costs Planning for financial independence Retirement planning Inheritance tax planning. First We Create Your Bespoke Strategy After a fact-finding discussion with you, we prepare a detailed report. This analyses your current situation, identifies areas for potential improvement and recommends a strategy for the future - including any immediate action. Once the strategy has been agreed, we can help with its implementation and work with your accountant and solicitor if you wish. Keeping Track In The Future A financial portfolio will need continuous monitoring to ensure that it keeps pace with changing conditions and remains on target to achieve your objectives. We offer our clients this service and it includes the following: Continuous portfolio monitoring Comprehensive financial record keeping An annual progress report Access to advice from our team at any time. Transparent Charges We are committed to truly independent financial advice. This means we work on a time or fixed-fee basis. Our fact-finding discussion is provided free of charge and without obligation Fees for preparing the initial report will be quoted after this first meeting Fees for any work agreed after the initial report are calculated on a time basis and quoted in advance If we should earn any commission during the implementation stage, it will be offset against the fee. For more information about our financial planning services, simply complete our enquiry form, send us an email or call our Cambridge office on 01223 357131 or our Norwich office on 01603 661156. Documents Client Service Proposition Important Pension Changes from 06 April 2014 What is RDR Self Invested Personal Pensions Buy-to-Let Guide For more information on financial planning, or to arrange a meeting, get in touch with a member of the team. Meet the Full Team Protection for your family, peace of mind for you Make sure you're covered with life, illness and injury insurance Sharing assets after divorce? Keep it hassle-free with our expert advice on financial settlements Get in Touch Name Telephone Email Enquiry Privacy Policy info@nwbrown.co.uk 01223 357131 The following subsidiaries of NW Brown Group Ltd (registered in England no. 3917262) are authorised and regulated by the Financial Conduct Authority to provide regulated services: NW Brown & Company Ltd (no. 191123, registered in England no. 3915461) and Freedom Insurance Services Ltd (no. 306536, registered in England no. 4399749) | VAT Registered 897 3963 47 © Copyright 2014 Website Design & Development by Accent Design Cookies on the NW Brown Group Website We use cookies to ensure that we give you the best experience on our website. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on the NW Brown Group website. Find out how the NW Brown Group website uses cookies.