Waveney Valley is an independent wealth management firm.

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.

In November 2018, the three directors decided to join forces to form Waveney Valley Independent Financial Advisers Ltd which gave them the opportunity to pool their experiences and individual expertise within the financial services profession.

You will find us at 2 Church Street in Harleston, Norfolk. Our building has served the financial needs of the local community for many years having previously been; The TSB Bank, an IFA, and an Insurance Broker to name a few. The directors are passionate about delivering a local and personalised service and continuing to support the town and surrounding areas.

01379 852349

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2 Church Street, Harleston, Norfolk, IP20 9BB


T: 01379 852349

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