Anglian Financial & Investment Planning Ltd - Independent Financial Advisers
01603 895350 team@afip.co.uk

Your Local, Independent Financial Advisers

Anglian Financial & Investment Planning Ltd provides an independent, high quality professional financial planning and wealth management service. Each of our advisers has over 20 years’ experience in the provision of independent financial advice from straightforward  matters through to highly complex financial planning.

All AFIP’s clients benefit from a bespoke, personal service. A special feature of our advice process is our peer review of recommendations so they are not just the ideas of one adviser, but draw upon the knowledge of our whole adviser team.

Services We Provide

Covered in these areas

Initial Consultation

Your initial consultation will help to assess your circumstances and determine your need for advice.

Capital Investment Planning

This service provides advice on investing a cash lump sum, regular premium or the transfer of existing funds.

Complex Capital Investment Planning

This service provides advice regarding more complex matters, such as the review and potential rebalancing of existing investments.

904-623-5703

At and Post Retirement Planning

This service provides advice regarding the drawing of your retirement benefits and how to do this in the optimum manner.

Protection Planning

This service provides advice regarding your protection needs, both on a personal and corporate level.

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Ongoing Advice

As a client of Anglian Financial & Investment Planning Ltd you will benefit from our ongoing advice service.

Aims and Objectives

  • Our aim is to build long term working relationships with clients who require a high quality service.

  • We offer independent investment advice. This means that we consider a wide range of financial strategies and products. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients.

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