Norfolk Wealth Management provides personal, transparent financial planning tailored to your goals. We help individuals and families grow, protect and pass on their wealth with confidence through trusted advice and long-term relationships.
Norfolk Wealth Management is a Norwich-based financial advisory and wealth management practice committed to helping clients build, protect and preserve their financial futures. As a Senior Partner Practice of St. James’s Place, they deliver personalised, regulated financial planning and investment advice to individuals, families and business owners across the UK, with a particular focus on long-term legacy planning and intergenerational wealth.
Their services span investment management, retirement planning, protection planning, corporate services and tailored specialist advice, all designed to support clients through major life and financial decisions with clarity and confidence. With an experienced team offering straightforward guidance and strong client relationships at the core of their approach, Norfolk Wealth Management aims to provide thoughtful, dependable support at every stage of the financial journey.
Rooted in Norwich and serving clients nationwide, the firm prides itself on a friendly, trustworthy and client-centred service that balances professional expertise with a personalised touch — helping people and families feel secure and informed about their financial goals today and tomorrow.
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Norwich is a £10 billion economy with 24,000 businesses and nearly 160,000 jobs of which 11,610 are in financial and related professional services. It benefits from proximity to hubs of financial and business activity in London, Cambridge and Ipswich.
Over 200 years in the making, Norwich is recognised as a centre of excellence in insurance, financial and professional services. Norwich is one of the largest general insurance markets in Europe with the 2nd highest concentration of insurance jobs in the UK (ONS, 2016). In addition to attractive career opportunities, it offers outstanding quality of life, and the benefits of living in a vibrant, affordable, culturally advanced and accessible city.
Norwich is the home of important businesses and brands in financial services and insurance that are taking advantage of the unique ‘value’ on offer.
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