About us

Independent means: unbiased advice, working for the client not the provider, no commercial ties, open market, not restricted.

Financial Advisers

in Norfolk

Hulbert West’s financial planning services are totally independent. We work for our clients not for providers. We can select the best products available in the market place and are individually owned, not part of a wider group.

Based near Norwich, we focus on delivering expert advice in a way that is personal to each of our clients. We work hard to gain your trust as building lasting relationships is important to us.

With a heritage reaching back over 50 years, Hulbert West is Norfolk’s longest established firm of truly independent financial advisers.

Our

Team

Simon West DipPFS

Financial Adviser | Managing Director

Simon has been with the business since 2000, becoming majority owner and Managing Director in 2008.

He’s committed to putting Hulbert West at the forefront of financial advice in Norfolk and driven to deliver a trusted financial planning service that is tailored to a client’s individual needs.

Simon lives in Hingham with his family, makes his own cider and runs the pub quiz each month with his wife.

Roles

Financial Adviser
Meets new and existing clients to advise them on their financial planning needs and helps them to implement their plans.

Managing Director
Responsible for the smooth running of the firm and compliance with the Regulations to deliver good client outcomes.

Financial Planning Qualifications and experience

Professional Qualifications
CII RQF level 4 Diploma in Financial Planning.

Working towards
CII RQF level 6 Advanced Diploma in Financial Planning (50% completed).

Affiliation
Member of the Personal Finance Society committed to their Code of Ethics.

Profession standards
Maintains a Statement of Professional Standing independently verified by the Chartered Insurance Institute.

Experience
• Worked in Financial services since 1997
• Independent financial adviser since 2000
• Specialised in investment management since 2009
• Broad experience in personal financial planning and financial advice
• Advanced qualifications in taxation, trusts and pensions transfers

Regulatory
Retail investment Adviser individually registered with the Financial Conduct Authority.

Other Qualifications
• BSc (Hons) Environmental Biology
• 3rd Degree Blackbelt in Shotokan Karate.

David Adderson DipPFS

Financial Adviser | Director

David has been with the business since 2007 having worked in financial services since 2000.

Professional and highly skilled, David delivers top levels of personal service to clients and is able to deal with the most complex and challenging financial planning needs.

David is a keen Norwich City football fan and lives in Hethersett with his family.

Roles

Financial Adviser
Meets new and existing clients to advise them on their financial planning needs and helps them to implement their plans.

Director
Responsible for directing the firm, setting strategy and delivering good client outcomes.

Financial Planning Qualifications and experience

Professional Qualifications
CII RQF level 4 Diploma in Financial Planning.

Working towards
CII RQF level 6 Advanced Diploma in Financial Planning (25% completed).

Affiliation
Member of the Personal Finance Society committed to their Code of Ethics.

Profession standards
Maintains a Statement of Professional Standing independently verified by the Chartered Insurance Institute.

Experience
• Worked in Financial services since 2000
• Independent financial adviser since 2007
• Broad experience in personal financial planning and financial advice
• Advanced qualifications in pensions transfers

Regulatory

Retail investment Adviser individually registered with the Financial Conduct Authority.

Protecting your

interests

We work under the rules and regulations of the Financial Conduct Authority. You can confirm this by looking on the Financial Service Register.

Our financial advice on investments and many other financial products is regulated. We are responsible for our personal recommendations to you.

Our regulated advice is covered by the Financial Ombudsman Service and Financial Services Compensation scheme.

Please refer to our Terms of Business document for more details.

Hulbert West Financial Planners is an appointed representative of Hulbert West Limited which is authorised and regulated by the Financial Conduct Authority (FRN 935298). Hulbert West Financial Planners is the trading name of HW Advisory Services Limited a company registered in England & Wales (Company No. 12659210).

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Contact Info

The information contained within this site is intended for a UK audience only and is governed exclusively under English law and UK financial services regulations.