We don't do sales, we offer solutions
At Iceni Financial Advisers, we pride ourselves on being a truly independent financial advisory firm, providing expert advice to individuals and businesses in the East of England and beyond. With a team of fully qualified and experienced independent financial advisors, we strive to deliver a high level of service to our clients, ensuring that their financial needs are met and their goals are achieved.
Our Services
We offer a comprehensive range of financial services, including investment advice, pension advice, tax advice, long-term care insurance, will writing, and lasting power of attorney. Our team of experts has extensive knowledge of the financial markets and a deep understanding of the regulatory environment, enabling us to provide impartial and tailored advice to our clients.
Our Team
Our team of independent financial advisors is dedicated to providing exceptional service and expert advice. Our team members include Joseph Dunn, Managing Director and Founder; Anthony Crockett, Independent Financial Adviser/Partner; Vicky Charles, Independent Financial Adviser/Partner; Helen Durrant, Independent Financial Adviser; Phil Mayo, Independent Financial Adviser; Caroline Middleton, Office Manager; Shirley Gabriel, Marketing Manager; and Ha Browes, Administrator.
Our Approach
At Iceni Financial Advisers, we don't do sales; we offer solutions. We take the time to understand our clients' financial goals and objectives, providing tailored advice and guidance to help them achieve their aspirations. We pride ourselves on being approachable and transparent, providing a high level of service to all our clients.
Testimonials
"We were looking for investments, pension, and mortgage advice. Joe helped invest our savings on our behalf into stocks and shares ISA. He had previously set up a mortgage and is currently advising us on company pensions. I have seen the outcome I was hoping for. All positive returns on my investments. Great deal on mortgage." - Shaun B.
"I required advice on pensions. Joseph provided excellent advice. I have seen the outcome I was hoping for. Joseph gave the right advice at the right time and did not bombard or try to give any advice not required." - Peter A.
Join Our Team
We are always looking for talented independent financial advisors to join our growing team. If you have experience and a desire for growth, please email us at joe@theiceni.co.uk or call us on 01603 957599.
News
We regularly publish news and articles on various financial topics, including retirement planning, investment advice, and tax guidance. Our latest news articles can be found on our website.
Contact Us
If you would like to learn more about our services or would like to schedule a free consultation, please contact us on 01603 957599 or email us at enquiries@theiceni.co.uk.
Excellent Service and Financial Advice
Praise for Iceni's Professionalism and Expertise
The reviews highlight Iceni's exceptional service, professionalism, and expertise in providing clear financial advice. The reviewers praise the friendly and personable approach of the staff, particularly Joe, who is mentioned by name in several reviews.
Key Strengths
- Clear and Honest Advice: Reviewers appreciate the honest and transparent advice provided by Iceni, which has helped them make informed decisions about their finances.
- Excellent Service: The service is consistently described as excellent, with reviewers praising the responsiveness and professionalism of the staff.
- Personalized Approach: Iceni is commended for taking a personalized approach, with staff taking a genuine interest in understanding individual circumstances and providing tailored advice.
Positive Comments
Reviewers are delighted with the service, highlighting the knowledgeable and helpful staff, excellent communication, and the ability to provide objective and honest advice.
