Fliss Wallace
Financial adviser at Seymour Financial
Helping you create a roadmap to financial success — crafting the life you truly desire.
- Based at
- Insight House, 7a Alkmaar Way, Norwich International Business Park, Norwich, NR6 6BF
- FCA register
- FRN 458421
- Experience
- 10 years
About Fliss
With a background in Financial Services and property structuring of over a decade, Fliss retrained and qualified as an IFA in 2019. Through working as a para-planner prior to becoming an IFA, she has an extensive knowledge base beyond just traditional financial solutions. This means her skill set extends to the needs of business owners, High Net Worth Clients and Retail Clients equally. Fliss is also a Certified Financial Coach which enables her to gain a greater understanding of her clients’ true needs throughout the advice process. Fliss is also supported by the Administration Team at Head Office Norwich.
What Fliss helps with
Works with women through divorce & separation, loss & bereavement and starting a business.
- Pensions/retirement planning
- Investments
- ISAs
- Wills and trusts
- Protection
- Business planning
- Estate planning (passing on wealth)
- Financial coaching
What happens after you send a message
- 1
You send an enquiry
Your details and your note go to this adviser only.
- 2
The adviser contacts you
They reply directly, by email or phone, to talk through your situation.
- 3
Fees are explained in writing
Before any work starts, the adviser sets out in writing what they charge.
- 4
You decide whether to go ahead
Sending an enquiry doesn't commit you to anything.