Norfolk Wealth Management

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

We work closely with all of our clients, building a long-lasting relationship based on trust and an in-depth understanding of their personal finances whilst providing a distinct quality, integrity, and excellence of financial advice. This ensures that we are able to provide the advice that is needed, when it’s needed.

We advise on all areas of wealth management including:

•     Pre and Post Retirement Planning
•     Building and Preserving Capital, Growing Wealth
•     Inheritance Tax Planning
•     Retirement Planning 
•     Providing Financial Protection

Norfolk Wealth Management is a Partner Practice of the successful St. James's Place Wealth Management. With advice guaranteed * and the ‘Best of Breed’ approach to both products and services, we can ensure that a high standard of advice is consistently provided to our clients.

*St. James's Place Wealth Management Group guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.