Iceni Wealth Management Ltd

General information

ICENI Wealth Management is a partnership established in February 2013 between Andrew Ross & Nigel Davis-Smith, based in Bury St Edmunds, Ipswich and Norwich, we are able to offer Independent Financial Advice to clients primarily throughout East Anglia but also throughout the UK.

As independent financial advisers we can provide advice on investments, retirement planning, estate planning, long term care planning, the financial protection of your family or your business and purchasing property. We are able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly.

At ICENI Wealth Management we strongly advocate Independent Financial Advice, it is important to remember that we act solely on your behalf, we do not act on the behalf of any product provider, bank or insurance company and always act with your best interests at heart, not only that charges and fees are always agreed in advance and are completely transparent, we know like ourselves you value this commitment.

Iceni Wealth Management is a trading name of 2plan wealth management Ltd.2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority.It is entered on the FCA register (www.fca.org.uk) under reference 461598.Registered address: Bridgewater Place, Water Lane, Leeds, LS11 5BZOpenwork Holdings Ltd owns 75% of the share capital of 2plan Group Ltd, 2plan wealth management Ltd's parent company. Openwork Holdings Ltd's ultimate parent company is Zurich Financial Services.Registered in England Number: 05998270VAT Registered: 107831677This site is for UK consumers only.Pier image © mtu1969