FAQs

Financial planners can provide expert guidance when you have important and potentially difficult financial decisions to make, such as approaching retirement. An adviser can put a plan together to help meet your short, medium and long-term goals and provide objective, rational advice.

Hulbert West has decades of experience in providing independent and impartial advice on how to make their clients money work its hardest. We source the right product providers and investments to provide the best value, and help make the process as simple and painless as possible. Take a look at our process. 

In the complex world of financial products and small print, it is essential to get the advice of a qualified professional who can steer you through the maze of products on offer and explain the pros and cons of each.

We offer independent financial advice on:

• Investment planning and management of your investments and savings 
• Ethical investments
• Retirement planning including pensions
• Estate planning, trusts and inheritance
• Protection products such as life assurance, private healthcare and critical illness cover
• Tax efficiency

Absolutely. Our Financial Advisers are specialists in investment management, helping you to monitor your savings and their growth and income potential. Take a look at our investment solutions. 

Yes. We can tailor your investments to meet concerns about environment, social and governance issues. We have been advising how to invest ethically for over 30 years. Take a look at our investment solutions. 

Yes. Helping our clients prepare for their retirement is a large part of what we do. This includes personal pension schemes, pension drawdown solutions and annuities. We want to ensure that the financial planning support we provide will enable you to live the life you desire at retirement. 

No.  We are often asked about investing in crypto assets like Bitcoin and Ethereum.  These assets are not investable in our opinion.  There is no consumer protection and often crypto assets being promoted are scams, frauds or ponzi schemes. 

The Financial Conduct Authority issued the following warning: “Cryptoassets are considered very high risk, speculative investments. If you invest in cryptoassets, you should be prepared to lose all your money.”

Hulbert West has its own Personal Finance Portal where you can view all of your investments held with us in one place. You can also access various investment platforms from our client login area.

Our ongoing services include regular investment reviews with you and financial planning support to ensure your current activities still meet your needs.

Whilst we can offer solutions for most people, typically it is not viable for you to use our services if you are investing less than £20,000 in a lump sum, or less than £250 a month. 

Please give us a call on 01603 759784 if you are unsure whether our services are right for you. 

We do not offer mortgage advice, legal or accountancy services, or stockbroking. However, we have referral partners who we can put you in touch with to assist with these matters. 

We have established a simple fee structure that’s always agreed with you in advance of us carrying out any work for you. We charge all of our clients the same for our services and are pleased to offer reduced rates for additional investments. Our charges depend on the service being offered and fall into either initial services; where a one-time fee is payable, or ongoing services; where we levy an ongoing adviser charge that is payable monthly or annually. Read more about Fees. 

Hulbert West Financial Planners are based in the outskirts of Norwich, at 8 St. Mary’s Court, Carleton Forehoe, Norwich, NR9 4AL.

We are independent financial advisers in Norfolk and service clients in East Anglia and further afield.

Get in touch to arrange a no obligation meeting. 

Before taking on a client, we provide an hour’s meeting at our expense so you can assess the suitability of our services and ask any questions. Get in touch to arrange an appointment. 

Our services providing financial advice and arranging financial products are regulated by the Financial Conduct Authority (FCA).  Our business practices are designed and managed to meet the FCA’s high level principles and rules for regulated business.  Not all our services nor the products we arrange are regulated. Take a look at how your interests are protected when working with us. 

Our Directors are experienced and qualified to provide independent financial advice and we have a long history of supporting individuals and families with their financial planning. Read more about us. 

Get in touch to arrange an hour’s consultation at our expense. We’ll invite you to our offices in Carlton Forehoe or we can arrange to visit a location suitable for you. 

We’ll discuss your aims, financial situation, long and short term goals and provide independent financial advice, along with a clear and straight-forward action plan on how to get started.