Business Details
Trusted Financial Advisers in Norwich
At Norfolk Wealth Management, we are dedicated to providing personalized, honest financial advice to personal and business clients across the UK. Our team of qualified professionals brings over 200 years of combined experience, ensuring sound advice and first-class service. We prioritize building long-term relationships, often supporting multiple generations of the same families. Rooted in Norfolk, we combine local heritage with a commitment to community through charitable initiatives.Our approach focuses on understanding individual client needs to help build, grow, protect, and preserve wealth. We emphasize transparency, risk-balanced advice, and ongoing support, including home visits and flexible communication. With a track record spanning decades, we pride ourselves on delivering tailored financial solutions that align with our clients' aspirations.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We offer over 200 years of combined experience in financial advisory services.
- Our team builds long-term relationships, supporting multiple generations of families.
- We provide risk-balanced, personalized advice tailored to individual client needs.
- Our Norfolk-based team combines local expertise with nationwide service delivery.
- We are regulated by the Financial Conduct Authority for professional accountability.
Associations and certifications
- The Good Business Charter
What people say
Friendly and trustworthy
Professional and patient
Sound practical advice
Excellent service
Confidential and focused approach
Services
Investment Management
We provide tailored investment management strategies to help clients grow and preserve their wealth. Our approach focuses on risk-balanced portfolios aligned with individual financial goals. With expertise in market analysis and fund selection, we ensure informed decisions that adapt to changing economic conditions.
Retirement Planning
Our retirement planning services help clients prepare for a secure financial future. We assess current pension arrangements, optimize contributions, and develop strategies to maximize retirement income. We emphasize clarity and flexibility to ensure clients feel confident about their post-retirement financial stability.
Protection Planning
We offer comprehensive protection planning to safeguard clients' financial well-being against unforeseen events. This includes life assurance, critical illness cover, and income protection policies. Our approach ensures clients understand their options and select solutions that align with their personal and family needs.
Corporate Services
Our corporate services cater to business owners seeking strategic financial advice. We provide guidance on succession planning, tax-efficient structures, and employee benefits. We aim to help businesses navigate complex financial decisions while supporting long-term growth and stability.
Mortgages
We assist clients in securing competitive mortgage solutions tailored to their financial circumstances. Our services include mortgage reviews, remortgaging strategies, and first-time buyer advice. We prioritize transparent communication to ensure clients understand their options and make informed decisions.
People
Daniel Hurren
Financial Adviser
Daniel Hurren is a dedicated financial adviser with extensive experience in wealth management. He specializes in retirement planning and investment strategies, offering personalized advice to individuals and families. His approach emphasizes clarity, trust, and long-term client relationships.
Questions
What services does Norfolk Wealth Management offer?
We provide investment management, retirement planning, protection planning, corporate advisory services, and mortgage solutions tailored to individual and business needs.
How do you work with clients?
We build long-term relationships, offering personalized advice through face-to-face meetings, home visits, and regular reviews to ensure financial plans remain aligned with client goals.
Are investment returns guaranteed?
No, investment values can fluctuate, and returns depend on market performance. We provide risk-balanced advice to help clients make informed decisions.
Do you charge fees for financial advice?
Our fee structure is transparent and discussed upfront. Charges vary based on the complexity of services required and are agreed upon before any work begins.
Are you regulated by any authority?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, regulated by the Financial Conduct Authority for professional accountability.
Reviews (6)
Baba Alaji Darma
Dec 10, 2021
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Thanks to Caroline Jones , for helping me and my family trade, I got my withdrawal (cash out) yesterday. You're the best trader I've ever experience myself. After many times of been defrauded of my funds, i finally get to cash out. She's legit, reliable and experience. I invested $500 to earn $5,800... Easier than I thought. Mrs Caroline Jones you'… re the best trader I can recommended for anyone who wants to invest and trade with a genuine trader.. If you have interest kindly contact her via Email:CarolineJonesfx@gmail.com WhatsApp:+1 (716) 670-1350 I love you. God bless you.
Itz Diamond
Dec 09, 2021
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Investing and getting positive returns is all I ever wanted and am glad I found it. Thanks Mrs Brenda William for her great skills of mining and trading in my account, very diligent in her work. All I did was invest $5,000 and within 7days she made $7,000 profit for me. Contact Brenda William via: WhatsApp:+1 (805) 491-5639 Email:brendawilliam784@gmail.com.
Mohammed Musa Inuwa
Nov 10, 2021
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I was so lucky meeting an expert trading account manager like Mrs Karen She is so reliable, trustworthy and very honest. I was so scared of investing on bitcoin because I have heard a lot about scammers but I just had to try with Mrs Karen because I wasn't stable financially and today I have realize how interesting it is to be stable financially… with the help of bitcoin and Mrs Karen who is always there for me..now you have made my life so beautiful you're the best manager I can recommend everyone to work with when it comes to Cryptocurrency trading, thank you Mrs Karen.. Contact her with
Mary Irene Gona
Oct 29, 2021
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This is my third time, trading with the wrong person on a wrong platform, until I found out of Mrs Lucas , she gave me the best binary trading signal ever' I could imagined, she's reliable and trusted too' I invested only $ 600 to earn. $4'500 in less 7 working day's Email:kathrinelucas170@gmail.com WhatsApp number:+12523688769 , Any interested persons should contact the given address giving already,
Haroun Alhassan
Oct 24, 2021
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Its not only the huge profit you helped me earn in one week for that I am grateful for Mrs. Kathrine, my most joy is that I have finally found the expert trader to trust with my money and invest with, I really appreciate your honesty and hard work, I found you almost at the point of giving up on trading because of scammers, but you proved you are… different, and I am most grateful, I invest $500 and got $7,000 in just one week, I can boldly tell you Kathrine Lucas is the right expert to work with, contact Mrs. Kathrine Lucas directly on these kathrinelucas170@gmail.com WhatsApp: +12523688769
Samira Usman
Oct 12, 2021
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I promised that I'm going to testify if my trading was successful' It takes so much time and effort to know the right Trade expert to win trade, After all my research I came in contact with her and I've learned a lot with her in this few months. I'm so impressed with the profit she helped me made, What I love about her is consistency, she's awesome. I just made my withdrawal of 15,000$ USD to my bank account now. Reach out to her for the best forex trading result. Contact her via Email:karenfoo777@gmail.com WhatsApp: +13153028777
