About us

Established in 2009, we're a team of expert financial advisors based in Norwich, Norfolk. We pride ourselves on continuously providing personal and bespoke financial planning and advice in:

  • Pre and Post Retirement Planning 
  • Building and Preserving Capital
  • Growing Wealth 
  • Reducing Inheritance Tax Liabilities 
  • Inheritance Tax Planning 
  • Pension Investments 
  • Providing Financial Protection 

At Anglian Wealth Management, we're especially proud to offer a personalised service and advice without any confusing financial jargon. As a result, our clients choose to come back to us.

See what our clients say about us 

We recognise the significance of securing a financially stable future, whether it's for yourself, your family, or your business. That's precisely why we're here to help guide you through every step of the process.

Anglian Wealth Management is a member of the successful St. James's Place Partnership, the sole advisory channel for the St. James's Place Group.

With advice guaranteed and in addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products we can offer you.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.