Norwich based Chocolate Financial Services –delivering pensions and investments tailored to your individual needs. Explained in plain English.
At Chocolate Financial Services Ltd, our clients come first. As Independent Financial Advisoers (IFAs) we can access the whole market. We understand that to achieve your goals, you need to know where you are and where you want to be – we will ensure that your pensions and investments are in place and working to ensure your future.
We pride ourselves on our relationships with our clients; many have been with us for years and regularly recommend friends and family to us. A testament of our reputation is that many of our clients’ children are now coming to us for pensions, investments, savings and protection advice!
Services from Norwich based Chocolate Financial Services include:
- Individual Savings Accounts (ISAs)
- Unit Trusts and OEICs
- Investment Bonds
- Offshore Investments
- Personal Pensions
- Retirement Incomes – Investment Linked Pension Annuities, SIPPs, Flexible Retirement Incomes
- Corporate Pensions – Stakeholder Pension Plans, Group Personal Pension Plans, Group Money Purchase Pension Schemes, SIPPS
- Conventional Annuities
- Family and Individual Protection - Life Cover, Critical Illness and Income Protection
- Mortgages and re-mortgages - software to find the best mortgage deals.
Norwich based Chocolate Financial Services has 20 years’ experience in advising numerous types of clientele – from advice in a corporate setting to individuals in their own home.
We look at the needs of the business or the individual and tailor our pension and investment advice to suit their specific needs. Together we will find out about your hopes, fears and objectives, taking a long term view to ensure long term success.
As a client of Chocolate Financial Services you will have ongoing access to ensure you can regularly review your portfolio and balance of risk to suit your changing circumstances. We use a totally holistic approach to our savings, pensions and investments advice, leaving you secure in the knowledge that whatever stage of life you are at, your future is safe.
For specialist advice about pensions, investments and savings, please call us on Norwich (01603) 883 443
Chocolate Financial Services Ltd
Pure House
64-66 Westwick Street
Norwich
Norfolk
Chocolate Financial Services Ltd is authorised and regulated by The Financial Services Authority.
FSA Registration No: 464706
Please remember to mention The Best of Norwich when contacting Chocolate Financial Services regarding pensions and investments.