ABOUT US

Unrivalled, independent and trusted financial advice

OUR MISSION

Providing our clients with
the very best in independent
financial advice.

Eastern Financial Consultants is an independent financial planning and investment management firm, offering a range of services to clients across Norfolk & Suffolk. Having worked for some of the largest names in finance and insurance, the founders strive to be able to offer the best in customer service and truly independent advice.

Since being founded in 2012 Eastern Financial Consultants have achieved an enviable reputation for providing innovative, professional and secure financial planning and wealth management solutions.

Our services include comprehensive and focused financial planning as well as a whole-of-market discretionary cash management service which is suitable for individuals, companies, charities and trusts.

We believe our services are innovative, competitive, and delivered in a professional, friendly and caring manner.

MEET THE TEAM

Our advisers have over 50 years of experience in financial services, and pride themselves on their customer service.

Andrew Hughes | IFA | Investment, Pensions & Retirements Advice | Brundall, Norfolk

Andrew Hughes CeMAP Dip CII
Director / Financial Adviser

Specialist Areas: Investment Planning, Inheritance Tax Planning, Retirement Planning, Family Protection.

Andrew has been in financial services for most of his working life, qualifying as a Financial Adviser aged 20. He started his professional career working for a large regional building society, leaving as Branch Manager to join a high street bank. During that time, Andrew held various positions including Regulated Training Manager, Area Manager and Independent Financial Adviser.
Andrew is married and enjoys spending time with his wife, daughter and chocolate Labrador, Rodney. He likes to keep active, read, walk and brew his own beer.

Simon Alexander | IFA | Investment, Pension & Retirement Advice | Brundall, Norfolk

Simon Alexander ACIB Dip PFS
Director / Financial Adviser

Specialist Areas: Investment Planning, Inheritance Tax Planning, Retirement Planning, Family Protection.

Simon was born and bred in Norwich and although he has worked around most of the county in his career, he has always lived close to the city. After leaving school he joined a major high street bank working in both Retail Banking and subsequently as an Independent Financial Adviser, for over 28 years. He is an Associate of the Chartered Institute of Bankers and holds the Personal Finance Society’s Diploma in Financial Planning.
Simon is married, with two children and is heavily involved in local Scouting. Simon supports Norwich City and has been a season ticket holder, as have much of his family, for many years.

Chris Yates | Chartered Financial Planner | IFA | Investment & Pension Advice | Brundall, Norfolk

Christopher Yates MAQ FPFS
Director / Chartered Financial Planner

Specialist Areas: Business Planning, Long Term Care, Investment Planning, Inheritance Tax Planning, Retirement Planning, Family Protection

Chris has been working in financial services for over 16 years. Starting out with a well-known insurance company, and prior to setting up Eastern Financial Consultants with Simon and Andrew, he was working as an Independent Financial Adviser for a major high street bank.

Chris has one daughter and in his spare time enjoys diving holidays, riding his motorbike, keeping fit and good food.

Kate Tritton - Relationship Manager | Eastern Financial Consultants

Kate Tritton
Relationship Manager

Specialist Areas: Cash Service

Kate has been in financial services for all of her working life. She started working for a large high street bank aged 16 but left in 2014 after 24 years of service to join Eastern Financial Consultants. During her time with the bank she held various positions including Relationship Manager.
Kate is married to Darren and they have two children Danielle and Jack. Kate’s interests include spending time with her family and friends, as well as Motorsport, having supported her husband racing Formula 1 Sidecars, and now her son with his Go Kart racing.

Victoria Lawrence | Eastern Financial Consultants

Victoria Lawrence
Personal Assistant, Office Administrator 

Specialist Areas: Social Media and Administration

Victoria started in financial service working for a high street bank aged 18. Having served 17 years in the banking sector, handing roles such as Business Specialist and Branch Manager, she decided to join Eastern Financial Consultants in August 2015.  Victoria manages the administrative aspect of the business including Social Media.

Victoria is married to Steve and has two children Chloe and Owen and most of her free time is taken up with their social lives. Personally she like to run being part of the Pink Ladies Running Club and regularly supports local charities by the way of fund raising.

 

Ross Birkett | Eastern Financial Consultants | Independent Financial Advisers | Brundall, Norfolk

Ross Birkett
Personal Assistant / Office 
Assistant 

Specialist Areas:  Administration

Ross started his career in financial services by joining the Eastern Financial Consultants team as a graduate in 2017. He has a keen interest in mathematics and is currently studying for the Personal Finance Society’s Diploma in Regulated Financial Planning under the tuition of the company’s three advisers, with a view to giving advice himself in the future. Ross enjoys recording music and going for beach walks with his German Pointer, Ziggy.