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financial management services home who we are our services contact us orwell securities ipswich - one of the most respected ifa companies in east anglia. down who we are our people are our greatest asset home who we are our services contact us established in 1978 by peter haig-thomas as independent financial advisors (ifa) since the inception of the financial services act in april 1988, orwell securities ipswich provides a bespoke financial planning service. the team are proud that the company never advertises its services, instead relying on referrals from a wide range of satisfied clients and professional connections. peter catchpole dippfs director steve henry fpfs director kim daley dippfs director neil bolton dippfs advisor jan needle office manager allan claydon technical support manager who we are our people are our greatest asset home who we are our services contact us peter catchpole dippfs director a colleague of peter haig-thomas from early norwich union days, peter has been with orwell securities since 1988. he has been instrumental in building up the company's corporate pension portfolios and has a wealth of experience in this area. he works with a number of high net worth clients providing a bespoke financial planning service. [email protected] 01473 214012 back to who we are steve henry fpfs director kim daley dippfs director neil bolton dippfs advisor jan needle office manager allan claydon technical support manager who we are our people are our greatest asset home who we are our services contact us steve henry fpfs director steve worked for both general accident life and with prudential holborn before joining orwell securities in 1996. he takes an active role in investment proposition and asset allocation for clients through a number of recognised planning tools and meetings with fund managers. steve is a chartered financial planner and a fellow of the personal finance society, one of only a handful in suffolk. [email protected] 01473 214012 back to who we are peter catchpole dippfs director kim daley dippfs director neil bolton dippfs advisor jan needle office manager allan claydon technical support manager who we are our people are our greatest asset home who we are our services contact us kim daley dippfs director kim joined orwell securities in 1995 having previously worked in the banking industry. during this time she has studied and obtained the relevant qualifications to become a financial planning consultant and was appointed a director/shareholder in 2006. kim was mentored by peter haig-thomas in the early days working closely with him and his clients for a number of years. she is qualified to give advice on pensions, investment, life assurance, mortgages and equity release. [email protected] 01473 214012 back to who we are peter catchpole dippfs director steve henry fpfs director neil bolton dippfs advisor jan needle office manager allan claydon technical support manager who we are our people are our greatest asset home who we are our services contact us neil bolton dippfs adviser neil has worked in the financial services sector for over 20 years and has been an independent financial adviser since 2000, joining orwell securities in 2009. he specialises in offering advice and guidance in all areas of pension and retirement planning, savings, investments and life assurance and holds the diploma in financial planning. clients especially appreciate his "jargon free" approach to all things financial. [email protected] 01473 214012 back to who we are peter catchpole dippfs director steve henry fpfs director kim daley dippfs director jan needle office manager allan claydon technical support manager who we are our people are our greatest asset home who we are our services contact us jan needle office manager jan has worked for orwell securities since 2002, starting as a part-time administration assistant and working her way up to office manager. her previous background is in group pensions administration and this experience has been significantly broadened over the years to include group risk, individual pensions and investments. she is now responsible for running the general office with all the myriad of skills required! [email protected] 01473 214012 back to who we are peter catchpole dippfs director steve henry fpfs director kim daley dippfs director neil bolton dippfs adviser allan claydon technical support manager who we are our people are our greatest asset home who we are our services contact us allan claydon technical support manager allan joined orwell securities in 2016 as the technical support manager, providing a wide range of paraplanning, technical and administrative support. since leaving university in 1998, he has worked exclusively for various independent financial advisers firms, both on a small scale and nationally, gaining a great deal of experience in pensions, investments and life assurance. [email protected] 01473 214012 back to who we are peter catchpole dippfs director steve henry fpfs director kim daley dippfs director neil bolton dippfs adviser jan needle office manager our services sustainable growth for our clients home who we are our services contact us our core values remain the same today as they were when the company started: quality, integrity and professionalism. these values underpin everything we do and ensure that our clients' interests are at the heart of our business. what we offer we are committed to providing a bespoke independent advice service to all our clients. learn more pricing fees incurred with us will depend on the service you want and the type of relationship you wish to have with us, either over the short term or on an ongoing basis. learn more treating customers fairly treating customers fairly is fundamental to our business and guides our approach to clients, providers and regulators alike. all our clients will receive the highest level of quality advice. learn more download our code of ethics download our client agreement our services sustainable growth for our clients home who we are our services contact us what we offer the range of advice offered by orwell securities ipswich includes retirement planning, investment planning, taxation and trust issues and life and health assurance. with funds under management now exceeding £330 million, orwell securities ipswich has embraced new technologies in order to maintain our quality service. we are not prepared to compromise our service and are therefore committed to providing totally independent advice without favour to any investment house or life office. advisory service (pdf) bespoke service (pdf) pricing fees incurred with us will depend on the service you want and the type of relationship you wish to have with us, either over the short term or on an ongoing basis. learn more treating customers fairly treating customers fairly is fundamental to our business and guides our approach to clients, providers and regulators alike. all our clients will receive the highest level of quality advice. learn more download our code of ethics download our client agreement back to our services our services sustainable growth for our clients home who we are our services contact us pricing there are two options which clients can choose from in order to remunerate for the cost of our advice. these are: pure fees: you meet the cost of advice by invoiced payments based on a management fee or a flat transaction fee. adviser charge: this is similar in nature to pure fees but the adviser charge can be generated through the investments. we strongly believe that there should be no cross subsidy of advice between clients. we will of course provide you with a full explanation of our fees prior to any work being carried out. what we offer we are committed to providing a bespoke independent advice service to all our clients. learn more treating customers fairly treating customers fairly is fundamental to our business and guides our approach to clients, pro

URL analysis for orwellsecurities.co.uk

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yellobelly.co.uk

Whois Information

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Domain name:
orwellsecurities.co.uk

Registrant:
Yellobelly Design & Marketing Limited

Registrant type:
UK Limited Company, (Company number: 8076309)

Registrant's address:
133 the street Framsden
Ipswich
Suffolk
IP14 6HF
United Kingdom

Data validation:
Nominet was able to match the registrant's name and address against a 3rd party data source on 06-Dec-2013

Registrar:
123-Reg Limited t/a 123-reg [Tag = 123-REG]
URL: http://www.123-reg.co.uk

Relevant dates:
Registered on: 06-Dec-2013
Expiry date: 06-Dec-2018
Last updated: 20-Sep-2017

Registration status:
Registered until expiry date.

Name servers:
ns1.vidahost.com
ns2.vidahost.com
ns3.vidahost.com

WHOIS lookup made at 09:27:17 11-Oct-2017

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  REFERRER http://www.nominet.org.uk

  REGISTRAR Nominet UK

SERVERS

  SERVER co.uk.whois-servers.net

  ARGS orwellsecurities.co.uk

  PORT 43

  TYPE domain

OWNER

  ORGANIZATION Yellobelly Design & Marketing Limited

TYPE
UK Limited Company, (Company number: 8076309)

ADDRESS
133 the street Framsden
Ipswich
Suffolk
IP14 6HF
United Kingdom
Data validation:
Nominet was able to match the registrant's name and address against a 3rd party data source on 06-Dec-2013

DOMAIN

  SPONSOR 123-Reg Limited t/a 123-reg [Tag = 123-REG]

  CREATED 2013-12-06

  CHANGED 2017-09-20

STATUS
Registered until expiry date.

NSERVER

  NS1.VIDAHOST.COM 91.198.165.131

  NS2.VIDAHOST.COM 91.146.110.188

  NS3.VIDAHOST.COM 95.142.155.14

  NAME orwellsecurities.co.uk

DISCLAIMER
This WHOIS information is provided for free by Nominet UK the central registry
for .uk domain names. This information and the .uk WHOIS are:
Copyright Nominet UK 1996 - 2017.
You may not access the .uk WHOIS or use any data from it except as permitted
by the terms of use available in full at http://www.nominet.uk/whoisterms,
which includes restrictions on: (A) use of the data for advertising, or its
repackaging, recompilation, redistribution or reuse (B) obscuring, removing
or hiding any or all of this notice and (C) exceeding query rate or volume
limits. The data is provided on an 'as-is' basis and may lag behind the
register. Access may be withdrawn or restricted at any time.

  REGISTERED yes

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