King’s Lynn-based Ring Associates is to celebrate its 15th anniversary next month with a special open day.
The public are being invited to pop in for a chat and see how its team of expert advisors can help them to make the most of their money.
The independent financial and wealth management company has grown rapidly since it was formed by a team of just three in 2002.
Now, after several office moves, Ring Associates boasts a team of 42, occupies a range of historic buildings on the corner of Lynn’s Tuesday Market Place and St Nicholas Street, and looks after client funds topping £230m.
Mark Juniper, business development manager, said: “We’re very proud of making financial advice available to everyone and the open day is a great way to get started.
“Our experts help people work out what they really want from life and then build a tailored financial framework to help them get there, which we’ll review together regularly.
“Good financial planning advice, in our view, is about setting realistic objectives so you can achieve your goals.”
The company provides advice on investments, life assurance, mortgages, retirement planning, trusts and group pensions.
The open day is on Friday October 20, between noon and 4pm.