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Compass Independent Financial Services Ltd

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Compass Independent Financial Services Ltd

A second generation family-run firm dedicated to our community and your future.

As independent financial advisers, we provide impartial expert advice to help you acheive your financial objectives with clarity and confidence.

19/08/2026

We’re delighted to be supporting a fantastic local initiative! 🏊‍♀️

We are pleased to have made a £500 donation to Seachelles Swim School towards their plans to develop a new Community Swimming Pool.

This is a project that is particularly close to our hearts, as children of one of our directors currently swim with Seachelles. We’ve seen first-hand the positive experience the swim school provides for children and families, and we know just how important learning to swim and developing water confidence can be.

The new community pool would provide a dedicated, accessible facility for learn-to-swim programmes, school swimming, water safety education, fitness, rehabilitation and wider community activities.

We’re proud to support a project that could make such a lasting difference to local children and families for generations to come.

We’re also helping to spread the word about their fundraising campaign. If you’d like to support this fantastic project, you can find out more here:

https://www.crowdfunder.co.uk/p/seachelles-swim-school (link in comments also)

Good luck Michelle and Kylie — we’re delighted to be behind you! 💦🐟🏊‍♀️

Seachelles Swim School

11/08/2026

Financial planning is about more than simply building wealth.

When you think about financial planning, you might immediately think about investing, growing your assets or preparing for retirement.

But good financial planning is about so much more than that.

It’s about understanding where you are now, where you want to be in the future, and creating a clear plan to help you get there.

Here are 5 benefits of long-term financial planning that you may not have considered:

💷 1. Making your money more tax-efficient
The way you save and invest can make a significant difference over the long term. A financial plan can help identify opportunities to use tax-efficient options that are appropriate for your circumstances.

🧘 2. Greater peace of mind
Having a clear plan can help you feel more confident and in control of your finances, knowing that you’re working towards your future goals.

💭 3. A better relationship with money
Taking the time to understand your financial habits and decision-making can help you make more informed choices and avoid impulsive decisions that could affect your long-term plans.

👥 4. A different perspective
Sometimes, having someone who understands your finances and your goals to talk things through with can be invaluable. Whether it’s considering early retirement, helping your children financially or making a major financial decision, an independent perspective can highlight opportunities or potential pitfalls you may not have considered.

🌿 5. Working towards financial freedom
Perhaps the biggest benefit of all is knowing what “enough” looks like for you. A financial plan can help you understand what you need to achieve your desired lifestyle — and may even show you that you’re closer than you thought.

Financial planning isn’t just about having more money.

It’s about making sure your money is working towards the life you want to live. 💜

If you’d like to understand whether your current financial plan is on track, we’d be happy to have a conversation.

📩 Get in touch with the Compass IFS team to find out more.

03/08/2026

We're delighted to share that Compass Independent Financial Services has been shortlisted for the MoneyAge Awards 2026!

We are incredibly proud to have been named a finalist in the Small to Medium Wealth Management Firm of the Year category.

Being shortlisted is a fantastic recognition of our team's commitment to delivering high-quality, independent financial advice and exceptional service to our clients.

A huge thank you to our wonderful clients for your continued trust and support, and to our fantastic team whose hard work and dedication make achievements like this possible.

We look forward to celebrating alongside the other finalists at the awards later this year.

14/07/2026

💜 What legacy do you want to leave behind?

When people think about passing on wealth, they often think of writing a will. But there are actually several ways to help the people you care about – and the right approach could make a real difference to your family's future.

Here are four ways you could pass on your wealth:

🏡 Gift during your lifetime – Helping loved ones when they need it most, such as contributing towards a first home, can often have a bigger impact than waiting until later. It may also help reduce a future Inheritance Tax bill, although the rules can be complex.

📜 Write (and regularly review) your will – A will ensures your wishes are known and gives you control over who inherits your assets and when.

💷 Update your pension expression of wish – Your pension doesn't automatically follow your will, so it's important to tell your pension provider who you'd like to receive your pension benefits.

🔒 Consider a trust – Trusts can allow you to pass on assets while keeping control over how and when they're used, helping to protect your wealth for future generations.

Every family is different, and there isn't a one-size-fits-all solution. A well-planned estate can help ensure your wealth is passed on in the way you intended, while potentially reducing unnecessary tax and providing for the people who matter most.

If you'd like to discuss your estate planning or explore the options available, we'd be happy to help.

📞 Get in touch with the Compass IFS team today.

*Please note: Estate planning, trusts and wills can be complex, and tax treatment depends on your individual circumstances and may change in the future. This post is for general information only and should not be considered financial or legal advice.*

22/06/2026

Congratulations to Adele, who has recently passed her RO1 Financial Services, Regulation and Ethics examination.

Having now successfully completed both the RO1 exam and the FA2 Pensions Administration exam, Adele has been awarded the Certificate in Financial Administration.

This is a fantastic achievement and reflects Adele’s hard work, commitment, and dedication to her professional development.

Alongside her studies, Adele is also progressing into a Trainee Financial Adviser role within the business. Over the coming months, she will combine her existing administrative responsibilities with adviser shadowing, further technical study, and client-focused training as she continues her development towards becoming a qualified Financial Adviser.

Congratulations Adele, and very well deserved.

18/06/2026

Today, Chris is attending the Three Sixty Adviser Conference, one of the leading events in the financial planning industry.

While much of what we do happens in meetings and behind the scenes in the office, being a great adviser is about much more than that. The financial world is constantly evolving, and staying up to date with industry developments, new ideas, and best practices is an important part of delivering the highest level of service to our clients.

As a firm, we’re passionate about continuous learning and professional development, encouraging our team to invest in their knowledge and skills throughout their careers.

We hope Chris enjoys the day and look forward to hearing about the insights and ideas he’ll be bringing back to the team.

16/06/2026

This morning, Jilly attended the Adviser Talks Seminar hosted by W1M, which brought together industry experts to discuss key topics affecting financial advisers and their clients.

The morning included a presentation from Dale Whithear of M&G on managing risk in retirement, followed by Jonathan Read from PlannerPal, who shared insights into how advisers can identify and use AI tools that deliver genuine value to their businesses and clients.

Phil Bray of The Yardstick Agency discussed the importance of creating a positive digital journey for prospective clients, while Jim Mackie of W1M explored how advisers can help clients navigate today's ever-changing financial landscape.

The event provided valuable insights into retirement planning, technology, client engagement, and investment management, helping us stay up to date with industry developments and best practice.

09/06/2026

Today, our Director/Chartered Financial Planner, Christopher is attending the Intelliflo Innovate event in London — a fantastic opportunity to learn more about the latest updates, developments, and future plans for the Intelliflo system that we use within our business.

The event is a great chance to explore new features, discover ways to work more efficiently, and gain insights into how we can continue improving our processes and client experience through technology.

We look forward to hearing about the key takeaways from the day!

03/06/2026

A great day of learning and development for our paraplanner, Jo, who attended the Professional Paraplanner Technical Insight Seminar in London today.

The event provided valuable insight into current industry topics, technical updates, and best practices, helping us continue to deliver the highest level of support and service to our clients.

Investing in ongoing professional development is an important part of what we do, and it’s fantastic to see our team continuing to expand their knowledge and expertise.

26/05/2026

Our team took part in CPR training this morning with NARS - Norfolk Accident Rescue Service

A really informative and hands-on session, giving us valuable skills and confidence to respond in an emergency situation. Thank you to Joe for delivering such an engaging and important course.

Address

1 Doctors Road
Norwich
NR134LF

Opening Hours

Monday	7am - 10pm
Tuesday	7am - 10pm
Wednesday	7am - 10pm
Thursday	7am - 10pm
Friday	7am - 10pm

Telephone

+441603717202

Website

http://www.compass-ifs.co.uk/

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