K2 Financial Serices Sponsors Two Barrels at ARTBF18

| March 26, 2018
K2 FINANCIAL SERVICES, A FIRM OF INDEPENDENT FINANCIAL ADVISERS BASED IN NORWICH, NORFOLK WAS ESTABLISHED IN 2003 BY ANDREW STRANGE.

Andrew is the main adviser, and was joined by James Cree in 2007, to oversee the compliance function of the business and to deal with mortgage enquiries. The business is essentially a family affair with Andrew’s wife Jane responsible for the financial monitoring of the business, and James’s wife, Caroline, assisting with the administrative functions.

With the emphasis on quality of advice and service, recommendation has seen the business grow organically to the extent that a further employee, Mike Bulmer, was taken on in 2013, to assist in the paraplanning and to continue the growth in all aspects of the business

The business has clients from Surrey to Greater Manchester and from Yarmouth to Lincoln and across to Derby as well as the many local clients, with particular specialisms in Investments and Retirement Planning, Care Planning and Inheritance Planning.

That said, the expertise of the people involved, enables us to provide quality advice and recommendations in mortgages, both residential and commercial, and associated life and protection cover as appropriate.

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Areas of Expertise

KEY AREAS OF EXPERTISE ARE

Investment and Retirement Planning, Care and Inheritance Tax Planning, Residential and Commercial Mortgages, Personal and Business Protection

Investment & Retirement Planning

  • ISA’S & JISA’S
  • ONSHORE & OFFSHORE BONDS
  • PENSIONS & ANNUITIES
  • UNIT TRUSTS & OEIC’S
  • STATE BENEFITS
  • TAX EFFICIENCY & TRUSTS
  • DISCRETIONARY FUND MANAGEMENT
  • SELF INVESTED PERSONAL PENSIONS (SIPPS)

Care & Inheritance Planning

  • INVESTMENT BONDS
  • IMMEDIATE NEEDS CARE PLANS
  • WHOLE OF LIFE PLANS
  • STATE BENEFITS

Residential & Commercial Mortgages

  • RESIDENTIAL MORTGAGES
  • COMMERCIAL MORTGAGES
  • BUY TO LET
  • SELF BUILD
  • HOLIDAY HOMES
  • BRIDGING FINANCE

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Category: News & Events

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