Fliss Wallace
Financial adviser at Seymour Financial
Helping you create a roadmap to financial success — crafting the life you truly desire.
Meet Fliss Wallace
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 Wallace helps with
Pensions/retirement planning
investments
ISAs
wills and trusts
protection
business planning
estate planning (passing on wealth)
and financial coaching
Who Fliss Wallace works with
Divorce & separation
Untangling joint finances and protecting your future.
Loss & bereavement
Gentle, practical help after losing a partner.
Starting a business
Building something of your own, on solid foundations.
What happens after you enquire
You send an enquiry
Your details and your note go to this adviser only.
The adviser contacts you
They reply directly, by email or phone, to talk through your situation.
Fees are explained in writing
Before any work starts, the adviser sets out in writing what they charge.
You decide whether to go ahead
Sending an enquiry doesn't commit you to anything.