We are independent financial advisers serving Norfolk & Suffolk.

Founded in 2005, our expert team has grown organically at a rapid pace. We only work with advisers and professionals who have the same approach and ethics as us: we look after our clients and always work to build long-term lasting relationships with them.

With offices in Norfolk and Suffolk, we are happy to meet you in the comfort of your home or place of work. We can also arrange meetings at our offices. The majority of our clients reside in East Anglia and South East of England.

However, by harnessing modern technology, we can provide services throughout the whole of the UK. Meanwhile our flexible approach allows us to provide face-to-face advice, or conduct business by post or securely online.

Case studies

We work with people from all walks of life. Find out more about the real people we have helped.

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Why choose us?

Our firm has over 50 years of collective experience helping real people. Click below to find out more about why we’re different.

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Who we work with

Whilst we don’t believe in turning people away, we do specialise in working with certain types of people to best meet their requirements.

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Ian Couling
Founder, Managing Director & Independent Financial Adviser
Angela Couling
Non-Advising Director
Alex Couling
Director & Independent Financial Adviser
Mark Spackman
Independent Financial Adviser
Terry Weller
Mortgage Adviser
Martin Bradley
Estate Planning Consultant
Sarah Morley
Administration Manager and Senior Compliance Assistant
Kelly Devenish
Assistant Administration Manager & Personal Assistant to the Managing Director
Sonia Collings
Suffolk Office Manager & Senior Compliance Assistant
Emma Fenton
Compliance Assistant
Jade Carter
Trainee Paraplanner
Athena Mills
Trainee Paraplanner
Keziah Collier
Apprentice Administrator
Nikita Gladding
Apprentice Administrator

How can we help you?

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