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Independent Financial Advisor in Norfolk

Independent Financial Advisor in Norfolk

KT Financial Services Ltd

Address: 36 Unthank Road, Norwich, Norfolk NR2 2RB
Tel: 01603 661156
Fax: 01603 614956
E-mail: ktfs@ktfinancial.co.uk
Visit our Web Site: www.ktfinancial.co.uk

General information

KT Financial Services Ltd is an IFA firm in Norfolk that caters for corporate and private individual client requirements across full spectrum, including pensions, investments, protection and tax planning.

Many advisers have specialist technical knowledge and expertise in these areas. Sharing this expertise with clients and colleagues ensures an all around quality service.

KT Financial Services Ltd provides truly independent financial advice, identifies true aims and objectives and then recommends the best approach to achieve them. Overriding goal is to deliver effective client service and value for money.

Below is a table of the main areas of advice provided although it is not exhaustive:

Private Client
  • Regular Investment Plans
  • Lump Sum Investments
  • Retirement Planning
  • Income Protection
  • Life Cover
  • Critical Illness Cover
  • Private Medical Cover
  • Long Term Care
  • Estate Planning
Corporate
  • Group Personal Pension Schemes
  • Stakeholder Pension Schemes
  • SIPPs and SSAS'
  • Directors Retirement Funding
  • Group Income Protection
  • Group Life Cover
  • Group Medical Cover
  • Keyperson & Shareholder Cover
  • Employee Benefits

Frances joined KT Financial Services Ltd in July 2007 from a local firm. She is an adviser within the private client team and advises clients in all aspects of individual financial planning including retirement planning, investments and protection. Prior to becoming a financial adviser Frances worked as a paraplanner and has some 9 years of experience within the industry. Frances holds the Diploma in Financial Planning and specialises in estate planning.

As you are no doubt aware, the financial services industry has suffered some pretty hard times over the last couple of years resulting in many weaker firms, unable to meet their responsibilities, having to close their doors. The message, it seems, is evolve or die.

In order to ensure ongoing strength and quality of service, we are delighted to announce that NW Brown & Company Ltd, a Cambridge based financial services company, will shortly acquire a majority shareholding in KT Financial Services.

This merger will benefit enormously both the companies and their clients, allowing a wider range of services to be available whilst also allowing both firms to continue to develop their competitive edge.

Since 1974, NW Brown Group Limited has provided bespoke financial services covering Investment Management, Financial Planning, Corporate Benefits, Insurance and Mortgage Broking. It is an East Anglian business with companies in Cambridge and Norwich.

The business will continue to be headquartered in Norwich and operate from its offices in Unthank Road. The board will be strengthened by the appointment of new directors, including Brian Carter, previously head of Financial Planning, and Robert Raywood, the CIO of NW Brown & Company.

NW Brown will enhance the local offering of KT Financial Services, which we feel is already one of Norwich’s premier independent financial services companies. This partnership offers KT Financial Services clients more secure, client-focussed and competitive advice allowing people from across the area real choice when it comes to Independent Financial Advice in an industry that, in recent years, has had more than its fair share of ups and downs.

I trust that you will find this news as positive as we do and should you have any queries or concerns, please do not hesitate to contact your usual representative at KT Financial. Alternatively, if you would prefer, please feel to email ktfs@ktfinancial.co.uk or for Cara McLean at cara.mclean@nwbrown.co.uk.

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KT Financial Services Ltd is authorised and regulated by the Financial Services Authority.
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