Retirement & Pensions
Pension advice for retirement planning, consolidating pensions, and drawing a sustainable income that lasts.
Independent Financial Adviser · Norfolk
Alfie Roberts-Pitt
Independent financial advice across Norfolk.
Independent advice for individuals and families in Wroxham, Aylsham, North Walsham, Fakenham and the surrounding areas — helping you plan for what matters most, without the jargon.
IndependentWhole of marketFCA regulatedNorfolk based
About
A traditional approach to modern advice.
I'm an adviser at ClearView Financial Consultants, a Norfolk firm known for old-fashioned, face-to-face professionalism. If you'd rather sit down over a cup of tea than fill in an online form, we'll get on well.
I advise individuals, families and business owners across North Norfolk, including Wroxham, Aylsham, North Walsham and Fakenham, taking the time to understand where you are today and where you'd like to be. Advice is always independent — that means recommendations are drawn from the whole of the market, not a limited panel.
I'm in this for the long term — here to build a lasting relationship and see your plans through, rather than winding down towards my own retirement.
Advice areas
Advice across Norfolk.
Investments & Savings
Building an investment portfolio and savings plan matched to your goals, timeframe and appetite for risk.
Inheritance Tax Planning
Practical inheritance tax strategies to pass on more of what you've built to the people who matter most.
Wills & Powers of Attorney
Hand sewn wills and lasting power of attorney arrangements to protect your wishes and your family.
Care Cost Planning
Preparing for the cost of care in later life and protecting your home and savings for the next generation.
In-House Investment Models
Our own risk-rated portfolios, built in-house and currently reviewed four times a year across the whole of the market.
The approach
How we'll work together.
Face-to-face
We meet in person and talk directly — no call centres, no hassle.
Personal
Long-term relationships built on getting to know you and your goals first.
Plain-spoken
No jargon. Advice explained clearly so you always know where you stand.
Articles
Guides worth a read.
Should You Consolidate Your Pensions?
Multiple pension pots from different jobs? A plain-English look at when consolidating helps, and the guarantees and charges to check first.
Inheritance Tax Planning 2026/27: Key Changes and Planning Strategies
The 2026/27 allowances, the April 2026 business and agricultural relief cap, and the April 2027 pension change — and what they mean for your family.
Building a Retirement Income Plan That Works
Turning savings into an income that lasts: pensions, drawdown, sequencing and tax efficiency, explained without the jargon.
Review Your Investment Portfolio: A Checklist for Making Sure You're Invested Right
A practical checklist for working out what you actually own, what it costs you, and whether it still matches your goals and risk tolerance.
Contact
Let's start a conversation.
Whether you have a specific question or would just like to explore how financial planning might help, please get in touch. There's no cost or obligation to that first conversation.
Appointments available at our Norfolk offices or in your own home across Wroxham, Aylsham, North Walsham, Fakenham and the surrounding areas — whichever suits you.
- Location
- Norfolk - Serving Wroxham, Aylsham, North Walsham, Fakenham and surrounding areas.
- Phone
- 07776 960760
- Areas covered
- Wroxham · Aylsham · North Walsham · Fakenham · Surrounding Areas
FAQ
Common questions.
Yes. ClearView is an independent firm, so recommendations are drawn from the whole of the market rather than a limited panel of providers.
Nothing. There's no cost or obligation to the first conversation — it's simply a chance to talk through your situation and see how we can help.
Appointments are available at our Norfolk offices or in your own home, whichever suits you — across Wroxham, Aylsham, North Walsham, Fakenham and the surrounding areas.
Retirement and pensions, investments and savings, inheritance tax planning, wills and powers of attorney and care-cost planning.
It means advice that isn't tied to any one company. As an independent adviser, I look at the whole market and recommend what genuinely fits you — explained in plain English, with no jargon.
Yes. ClearView Financial Consultants is a trading name of Martin Smith Independent Financial Adviser Ltd, authorised and regulated by the Financial Conduct Authority (FCA 944677).