Financial Adviser CompareAdd your business
← Back to Norwich
YB

Yellow Brick Financial Planning Ltd

5.0(47 reviews)See reviews ↓·Norwich

What customers say

Based on genuine customer reviews

Yellow Brick Financial Planning Ltd in Norwich draws consistent praise for the personal service provided by Andrew Edge, the adviser named most often in feedback. Reviewers describe him as friendly, professional and patient, especially when helping clients work through complicated matters such as safeguarding inherited money or moving a workplace pension. A theme running through the feedback is the clarity of his explanations, with one customer noting that a questionnaire covering investment type was worked through carefully over several online sessions and another mentioning that links to the material discussed arrived after the call.

Responsiveness is another recurring theme, as enquiries are answered promptly and initial conversations arranged without delay. Customers refer to guidance on merging several pensions into one more manageable arrangement, the seamless transfer of those funds, and ideas for investing capital while reducing tax liabilities. His impartial stance when putting forward strategies and products is valued, alongside a willingness to set out options plainly and answer questions in full. Several people describe feeling reassured and at ease during discussions, and many express an intention to seek advice again or pass his details to friends and family.

Reviews

Reviews are taken from publicly available sources.

MA
Masood Arya22 July 2026

Andrew was friendly, professional, clear and good on initial advice. I will recommend him defiantly to my friends

MM
Mary Mitchell6 July 2026

I was put in contact with Andrew via a Yellow Brick mortgage advisor. He was very helpful and down to earth. I wouldn’t hesitate to recommend all at the Yellow Brick team, they are highly knowledgeable and give sensible straight forward advice. Thank you.

A
Allan19 May 2026

Andrew is highly recommended and very friendly and professional.

DI
doreen Ireland9 April 2026

Fantastic service. Great company - will definitely recommend to family and friends. Thank you

SK
sarah kuwertz2 December 2025

I was referred to Andrew Edge by my Yellow Brick Mortgage Advisor after asking for some pension advice. Following an initial call, and completing a questionnaire about my investment type, we spoke several times over Teams at different stages of the process. Andrew explained the questionnaire results and we discussed my options. He was patient, concise and very knowledgable on all aspects of the financial products we discussed. His communication throughout the process was excellent, he generated personalised graphs to show me how my current pensions were performing vs other available products. I found the visuals a really useful addition to the sessions. I would not hesitate to reccommend Andrew to advise on any aspect of financial planning, and I am already looking forward to my ongoing annual reviews in which we will review and reassess my financial planning. Thank you Andrew!

LG
Lauren Garre9 November 2025

We had an initial meeting with Andrew following a recommendation from our mortgage broker. We found Andrew extremely knowledgeable and helpful and he was able to give us many good ideas on how best to invest our money and reduce our tax liabilities. Would definitely recommend.

D
DBayliss3 November 2025

Contacted me the next working day following my enquiry. Very helpful, clear and to the point advise. Followed up the call by providing links to information discussed. Thank you for your help Andrew.

Financial advisers in Norwich compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Norwich are compared.

RankProviderRatingReviewsOpen Sat.
1PFG Mortgages★ 5,0389No
2Anglian Wealth Management★ 5,055No
3Yellow Brick Financial Planning Ltd (this page)★ 5,047Yes
4Insight Financial Associates Ltd.★ 4,9118No
5Smith & Pinching Financial Services Limited★ 4,8122No
Contact
+443335776654ybfinancial.co.uk201 Plumstead Rd, Norwich NR1 4AB
Working hours
Monday00:00–24:00
Tuesday00:00–24:00
Wednesday00:00–24:00
Thursday00:00–24:00
Friday00:00–24:00
Saturday00:00–24:00
Sunday00:00–24:00