Waveney McKenna

Waveney Mckenna is part of the Waveney Group of Companies who provide Commercial Insurance Solutions to both new, and long standing clients from our Peterborough, Norwich and Lowestoft offices. Waveney McKenna provides a comprehensive service with a clearly defined approach to Financial Planning.

Our Advisers - Ian Burrows has over a decade of experience as an adviser and is an Associate of the Personal Finance Society, a Chartered Financial planner and a Certified Financial Planner. Maureen McKenna has over twenty five years of experience in the industry and holds the Advanced Financial Planning Certificate. Elizabeth Burrows has over ten years industry experience and holds the Advanced Financial Planning Certificate. Elizabeth has significant experience in looking after employee benefits as well as private clients, having worked in central London for many years prior to joining Waveney McKenna.

Our Lowestoft office has 4 staff with Mike Parrott continuing in a client service role with David Vincent joining in an advisory capacity. David joined the team in 2010 and is now managing the Lowestoft office with Mike's support.

The combined experience of our team allows specialist advice to be offered in Investment Planning, Business Financial issues, Pensions, Retirement options, Investments and Estate Planning Opportunities. Our team hold specialist Advanced Planning qualifications in each of these areas.

Our Clients - We have spent a significant amount of time considering what we do and how we deliver this. Our financial planning service is designed for clients with free assets (including pension funds) of over £75,000. Over time we aim to create a close relationship and meet your changing needs.

As well as offering personal financial planning we also look after various aspects of business financial planning including employee benefits such as pensions and death in service schemes.

Our investment fees are clearly defined and intended to provide remuneration commensurate with the level of advice being offered. For transactional business, we operate on a pre-agreed fee or commission basis.

The contents of this website are for guidance only and represent our understanding of current legislation. Specific and personal advice should be obtained before any action is taken relating to matters covered in this website. In particular please note that your home may be repossessed if you do not keep up repayments on your mortgage.

Waveney Mckenna Ltd is authorised and regulated by the Financial Services Authority, but not all of the products and services mentioned in this website may be so regulated.