Norris & Fisher are financial planners in Christchurch. We offer highly personalised independent financial advice to clients in Dorset, the New Forest and beyond. Now in its 26th year, the business has thrived by providing a high standard of personal service, specialising in ‘Later Life’ financial planning.
Our services include:
- Pension planning
- Options at retirement
- Long term care planning
- Inheritance tax planning
- Investments – Growth and Income
- Protection – Corporate and Personal
We are proud to be able to benefit from an alignment with the Succession Group. Succession Group is a national, wealth management advisory brand, that enables us to offer a truly differentiated advice service. Together we strive to deliver a richer and more rewarding experience, centered around achieving life goals for private clients.
Succession Group have provided a 2016-2017 Tax Table which can be downloaded for reference here: 2016-2017 Tax Table
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Norris & Fisher are regulated directly by the Financial Conduct Authority (FCA). The company places a strong emphasis on technology and staff training to maintain the high levels of knowledge and experience held within it.
Norris & Fisher’s aim is to continue to provide the highest level of service and financial advice to their existing and new clients without losing sight of their values; a local friendly firm, providing advice clients can trust and understand while maintaining high levels of client care and service.
To arrange your Financial review meeting, without cost or obligation, call Norris and Fisher on 01202 474 447