CSR Planning Limited

: The Old Church, Suite 5, St. Matthews Road, Norwich, Norfolk, NR1 1SP

: FCA Number: 750069

2. Goals Based Financial Planning is a trusted FCA-regulated firm (No. 750069) providing clients in Norwich and surrounding areas with expert advice on life investments, pensions, retirement, and financial planning. Situated at The Old Church, Suite 5, St. Matthews Road, this reputable firm is known for their client-centric approach, often admired by investors seeking to secure their future. The team at Goals Based Financial Planning have a renowned reputation for demystifying the complex world of finance, making them a sought-after choice amongst first-time investors and seasoned professionals alike. With a focus on regulated advice and personalized service, they continue to meet their clients' unique investment and financial planning needs.

Their team includes one financial adviser. Check FCA registration here.

CSR Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to CSR Planning Limited from the Motorway

Proceeding from the M11, depart at junction 9 towards Newmarket/ Norwich/ A11. Continue forward onto A11. Ensure you keep to the right in order to stay on A11.
Thereafter, merge onto Newmarket Bypass/A14, then make a slight left turn onto the A11 ramp towards Thetford/Norwich. Maintain direction onto A11.
At Fiveways Roundabout, select the third exit onto London Road/A11. Proceed along A11.
When you reach the roundabout, opt for the second exit leading to Thetford Bypass/A11. Again, at the following roundabout, keep to the second exit and remain on Thetford Bypass/A11.
At Mundford Road Roundabout, adhere to the second exit and continue on Thetford Bypass/A11. At the succeeding roundabout, once again take the second exit onto A11. As you approach another roundabout, stick to the second exit onto Attleborough Bypass/A11 and carry on along A11.
Arriving at the next roundabout, take the fifth exit onto the Norwich Southern Bypass/A47 ramp towards A140/A4146/Great Yarmouth/Ipswich/Lowestoft. Merge onto Norwich Southern Bypass/A47. Next, take the A146 ramp heading towards Norwich. Make left turn onto A146, followed by a right turn onto Martineau Lane/A1054.
At the ensuing roundabout, navigate towards the second exit onto Bracondale/A147. Turn right onto King Street/A147, then make another right onto Carrow Road/A147. Continue along A147.
Turn right onto Canary Way/A1242, then persist along A1242. Next, make a left onto Clarence Road/A1242, followed by another left onto Thorpe Road/A1242.
Finally, take a right onto Rosary Road, followed by a left onto St Matthews Road. Your destination will be located on the right side.

List of advisers under CSR Planning Limited:

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