Business Details
Your Trusted Financial Partner in Norwich
Eastern Wealth Management offers a personal, face-to-face financial planning service to clients across the UK. We specialise in providing high-quality advice on wealth management, working closely with individuals and businesses to help them achieve their financial goals. Our approach is built on long-term relationships, putting clients at the heart of everything we do. We pride ourselves on offering clear, straightforward explanations of complex financial matters, ensuring our clients fully understand their options. With expertise in investment management, retirement planning, and protection planning, we provide tailored solutions to build, grow, protect, and preserve wealth.Our commitment to ongoing support means we regularly review financial plans to ensure they remain aligned with clients' evolving needs. As an Appointed Representative of St. James's Place Wealth Management, we adhere to rigorous regulatory standards. Our clients value our professionalism, reliability, and dedication to delivering sound financial advice. We serve a diverse range of clients, including business owners, senior corporate executives, and private individuals. Our goal is to empower clients to make informed financial decisions that secure their future.
Services
Financial planning
Investment management
Retirement planning
Protection planning
Mortgages
Intergenerational wealth management
Highlights and features
- We build personal, long-term relationships putting you at the heart of everything we do
- We provide high-quality advice on wealth management tailored to your needs
- Our team has over 15 years of experience in financial planning and investment management
- We offer clear, straightforward explanations of complex financial matters
- We regularly review financial plans to ensure they remain aligned with your evolving needs
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Trustworthy knowledgeable and reliable
Excellent advice on investments
Professional yet approachable
Helped with inheritance tax mitigation
Clear explanations of financial matters
Services
Financial planning
Our financial planning service helps clients create comprehensive strategies to achieve their long-term financial goals. We assess your current financial situation, identify objectives, and develop tailored plans that evolve with your changing needs. Our approach combines investment management, tax planning, and risk management to optimise wealth growth and preservation.
Investment management
We offer expert investment management services tailored to individual risk profiles and financial objectives. Our strategies focus on building diversified portfolios that balance growth potential with risk mitigation. We continuously monitor market conditions and adjust investments to maximise returns while maintaining alignment with clients' long-term goals.
Retirement planning
Our retirement planning service helps clients prepare for a secure financial future. We analyse current pension provisions, project future income needs, and develop strategies to bridge any gaps. Through cashflow modelling and scenario analysis, we ensure clients can maintain their desired lifestyle throughout retirement while optimising tax efficiency.
Protection planning
We provide comprehensive protection planning to safeguard clients' financial security against unforeseen events. Our services include life insurance, critical illness cover, and income protection policies tailored to individual circumstances. We help clients protect their assets and ensure financial stability for dependants while integrating protection into broader wealth management strategies.
Mortgages
Our mortgage advisory service helps clients navigate the complex property financing landscape. We assess individual circumstances to recommend suitable mortgage products, considering interest rates, repayment terms, and tax implications. We provide ongoing support throughout the mortgage process, from initial application to completion, ensuring clients secure the most appropriate financing solutions.
People
Trevor
Financial Adviser
Trevor is an experienced financial adviser with over 15 years of expertise in wealth management. He specialises in creating tailored financial solutions for individuals and businesses, focusing on long-term client relationships. His approach combines technical knowledge with clear communication to help clients achieve their financial objectives.
Questions
What financial services do you offer?
We offer comprehensive financial planning, investment management, retirement planning, protection planning, and mortgage advisory services tailored to individual and business needs.
How do you work with clients?
We build long-term relationships through face-to-face consultations, creating personalised financial strategies that evolve with clients' changing circumstances and goals.
Are you regulated by any authority?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
Do you work with UK-based clients only?
While we serve clients across the UK, our services can be tailored to meet the needs of individuals and businesses nationwide.
How are your financial planning fees structured?
Our fee structure is transparent and discussed during initial consultations. We provide clear information about charges before delivering any services.
Can you help with inheritance tax planning?
Yes, we specialise in inheritance tax mitigation strategies to help clients preserve wealth for future generations while complying with current tax regulations.
