Helping you create a roadmap to financial success

We believe that managing your finances shouldn’t just be about reaching certain monetary milestones – it’s about living the life you want to. We understand that your time is precious and that you want to spend it doing the things you love, whether it’s travelling, pursuing your hobbies, or simply spending time with loved ones.

Crafting the Life You Desire

We’re passionate about helping you achieve financial freedom and live the adventure-filled life you deserve. Our team of expert advisers will work with you to create a customised plan that fits your unique needs and goals. We’ll help you make informed decisions about your money, so you can feel confident that you have a roadmap to the life you’ve always wanted.

Whether you’re dreaming of exploring new destinations, spending quality time with your family, or simply enjoying more time doing the things you love, we’re here to help make it a reality. We believe that financial freedom is the gateway to living your best life, and we’re dedicated to helping you get there.

Pensions Advice
Wills and Trusts
Business Services

Empowering Financial Success with Ethics, Expertise, and Clarity

See how we can help

Many people dream of the future, but do not focus on creating a financial roadmap to make it possible. We work with you to create a clear and actionable roadmap to get you there. 

All About You

Our aim is to discover what you are really looking to achieve and create a simple process for the solution.


This is where we take away all the relevant information regarding your financial aims and match them against the reality of what you actually have.


On completion of the analysis, we need to demonstrate how you may achieve your goals or immediate requirements.

Our Commitment to you

Like all good plans, ongoing management is vital, so we take meeting our clients on an ongoing basis very seriously.

Our Team

Adrian Howe

Client Services Executive

A former broker, adviser and pension trustee in Guernsey, Adrian is best placed to be the first port of call for our new and prospective clients. From the very first meeting, Adrian seeks to guide you through the fact finding and then advisory process, asking thought-provoking questions of you to ensure your true objectives, goals and values are met within your future financial plan.

Felicita Wallace MA (Oxon) ACSI

IFA & Financial Coach

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, including Personal Assistant Kamran Uddin.

Beverley Tompkins Dip PFS


Beverley is the backbone of the administration and operations side of the business. Working closely with Fliss and Adrian on new and ongoing advisory reports, Beverley also acts as a liaison with providers, as well as clients, for their annual reviews, paperwork and diary appointments.

What our clients say

Bal & Bharti
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"Felicita Wallace is our advisor, having dealt with other financial advisors previously, we felt Felicita understood our requirements and provided exceptional support throughout the process and explaining everything we wanted to know."
M Thompson
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"I had the pleasure of working with Seymour Financial, and I must say, they are very good with attention to detail. Their commitment to excellence truly exceeded my expectations. Moreover, the team is very courteous and maintains a professional, business-like approach throughout the process."
J. Lyon
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Seymour Financial's initial stage was straightforward and easy to navigate. Throughout the process, their team's professionalism exceeded my expectations. The report provided was clear and detailed, empowering me to make informed decisions. Seymour Financial understood my objectives well, offering transparent and tailored advice.