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, Helping to Grow Wealth
Inheritance Tax Planning
Retirement Planning
Providing Financial Protection
Norfolk Wealth Management is a Senior Partner Practice of the successful St. James’s Place. With advice guaranteed. *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 that we will be able to offer you. We believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.
*St. James’s Place 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. More details of which are set out on the group’s website at: www.sjp.co.uk/products
Norfolk Wealth Management Ltd is an Appointed Representative of and 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 http://www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Norfolk Wealth Management is a trading name of Norfolk Wealth Management Limited.
SJP Approved 18/11/2024.
