Waveney Valley Independent Financial Advisers Ltd Company Logo
Waveney Valley Independent Financial Advisers Ltd
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Office address

2 Church Street

Harleston

IP20 9BB

Appointed Representative

This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.

Principal

(149826) TenetConnect Limited

Qualifications & specialities
Confirmed Independent
Investment specialists
Retirement planning specialists
Tax planning specialists
Advice methods
Face to face
Advice Fees
Offers percentage based fee services
Our preferred clients
£50,000
£50,000

Waveney Valley Independent Financial Advisers Ltd

Financial Advisers based in Harleston

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About

Waveney Valley is a firm of independent financial advisers who will take the time to understand your circumstances and will advise you on the most suitable pension, investments and estate planning solutions to meet your objectives and priorities.

We believe in establishing and maintaining long term relationships, so we can keep you on course towards your financial goals and aspirations. We believe in giving clear, concise advice, in a way that makes even the most complex matter easy to understand.

Our three directors have a combined experience within the financial services industry of 45 years advising their clients on a face to face basis to optimise their financial aspirations and objectives.

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Our Advisers

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David Bullard
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Paul Burnham
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Lee Disney

Regulatory & Compliance

We are an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Waveney Valley Independent Financial Advisers Ltd is a company registered in England and Wales under reference 11615418 - Registered office address: 2 Church Street, Harleston, Norfolk, IP20 9BB.

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Long term care