Contact Us

Looking for financial advice? Here’s what happens next

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Fill in the quick contact form to request a callback with Andrew Norrington. Or call no the number below to discuss your requirements. Your initial consultation is provided at no cost, and there is no obligation to proceed. This allows us to discuss your goals, understand your circumstances and explore the options available to you. You’ll receive clear, independent financial advice, helping you decide whether we are the right fit for your needs. 

An independent financial adviser in Croydon offering a range of services

Whether you are planning for retirement, building wealth, protecting your family or reducing inheritance tax, I provide tailored financial advice designed around your goals. These services support individuals, families, business owners. Impartial independent financial adviser. Access to solutions from across the whole market.

Helpful questions & answers

Here is a selection of commonly asked questions that will help you in advance of our initial consultation.

What do I need to bring to our consultation?

The information required will depend on the type of advice you are seeking. In most cases, it is helpful to bring details of your income, assets, pensions, investments, liabilities and existing financial arrangements. We will also discuss your goals, priorities and any concerns you may have about your financial future.

Will you give me free financial advice?

Your initial consultation is provided at no cost and without obligation. This meeting is designed to help us understand your circumstances, financial goals, challenges and attitude to risk. Whilst we may provide general insights, specific recommendations are only made after we have gathered sufficient information and completed a detailed assessment of your situation.

What’s the difference between an independent financial adviser and one who is restricted?

An independent financial adviser can recommend solutions from across the wider market, giving clients access to a broader range of products and providers. A restricted adviser can only recommend certain products, providers or solutions. Many people value independent advice because it offers greater flexibility and a wider choice of options.

How much do you charge for your services?

There are three stages to the service we provide. The first is the initial consultation, which is provided at no cost. The second is creating your financial plan and recommendations, where charges may be based on a percentage of invested assets or an agreed fee. The third is ongoing advice and support, with different service levels available depending on your requirements.

What type of people do you work with?

We work with individuals, families, business owners and those approaching or already in retirement. Many of our clients are looking to grow, preserve or pass on wealth efficiently. Whether you need help with pensions, investments, retirement planning or inheritance tax planning, our advice is tailored to your circumstances and objectives.

How long does the financial advice process take?

The timescale depends on the complexity of your circumstances and the type of advice required. Following the initial consultation, we gather information, carry out research and prepare recommendations. Simple cases can often progress quickly, while more complex financial planning arrangements may require additional analysis and discussion.

Do I need to live in Croydon to become a client?

No. While we are based in Croydon and work with many clients across Surrey, we also advise people from further afield. Meetings can take place in person, by telephone or via video call, allowing us to provide professional financial advice wherever you are located.

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