Welcome to IFP Associates: specialist financial advisers in Norwich

At IFP Associates, we believe that every financial journey is unique and deserves a tailored approach. Based in Norwich, our expert advisers are dedicated to helping you work towards achieving your financial goals through personalised advice and comprehensive planning. Whatever stage you’re at in life, we’re here to provide support, expertise and advice to help you on your way.

About us

We are IFP Associates, a specialist financial services firm based in Norwich. Established in 2007, our advisers have years of knowledge and experience across the full spectrum of financial planning matters.

We pride ourselves on our knowledge and personalised advice, tailored to our clients’ unique needs and circumstances. We understand that every client’s journey is different; that’s why we take the time to get to know you and understand your goals and aspirations, enabling us to develop a plan that moves and flexes as your circumstances change.

Let’s go on a journey

Everybody’s financial journey is different; however, at IFP Associates we know that there are certain life stages that often prompt our clients to seek support.

Building your wealth

Building wealth requires strategic planning and expert guidance. We’re on hand to support you in working towards growing your savings and creating an investment portfolio that aligns with your goals. From setting up ISAs and optimising your pension contributions to selecting and diversifying your investments, we can help you navigate the complexities of wealth management to bring you closer to financial independence.

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Leaving a lasting legacy

Leaving a legacy involves more than just financial planning; it’s about preserving your hard-earned wealth and passing it on to your loved ones in the most efficient way possible. We’ll assist you in balancing your current lifestyle with your future goals, navigating the complexities of Inheritance Tax and ensuring as much of your hard-earned wealth as possible is left for your loved ones.

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Planning for a fulfilling retirement

Ensuring a comfortable retirement takes careful financial planning across your lifetime. We can help you maximise your pension savings, explore additional tax-efficient income streams, and work towards having the financial means to live your retirement years as you wish. We work with you to create a comprehensive retirement plan that aligns with your goals, providing peace of mind and financial stability in your golden years.

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Moving up (and down) the property ladder

Navigating the property market can be challenging, no matter where you are in your property journey. We offer professional advice on mortgage options and property investments tailored to your life stage. Whether you're buying your first home, expanding for a growing family or downsizing for retirement, we are here to help you make informed decisions that align with your financial goals.

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Why Work With Us

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Want to know more?

Click the button below to head to our contact page and send us a message—we’d love to hear from you!