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Anglian Wealth Management

Financial Advisers in Norwich, Norfolk

Anglian Wealth Management specialises in providing clear, personalised financial advice and wealth management services to individuals and families across East Anglia. Based in Norwich, we help clients plan their financial future with trusted, jargon free guidance tailored to their goals.

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5-star google reviews for Norwich Financial Advisors
5-star VouchedFor reviews for Norwich Financial Advisors

Financial Advice & Wealth Management Services

Our Services

We offer a range of financial planning and wealth management services to help you secure your future, whether you are planning for retirement, looking to grow or preserve your wealth, or seeking guidance on tax-efficient financial planning.

Pension Planning

Secure your retirement with tailored solutions designed to help you plan for the future you deserve.

Investment Planning

Plan your wealth through personalised strategies that align with your goals and risk tolerance.

Tax Planning

We work to minimise your liability with expert guidance, ensuring you keep more of what you earn.

Planning for Business Owners

Comprehensive financial planning for business owners, from managing pensions to tax-efficient strategies.

Later Life Planning

Plan for the future with strategies to protect your wealth, manage long-term care costs, and plan your inheritance.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

About Us

Since 2009, our team of Norwich financial advisers has been guiding clients across Norfolk, Suffolk, and Cambridgeshire to achieve their aspirations. Led by Ian Farrant, a Chartered Financial Adviser, we offer a personalised approach to wealth management that focuses on helping you secure your future.

Our approach is simple: we listen to what matters to you and design bespoke financial plans that align with your goals. We’re proud to say that many of our clients come to us through referrals, a testament to the trust we’ve built over the years.

Meet our team

Testimonials

We’re proud of our 5-star reviews and the relationships we’ve built with our clients. Here’s what our clients have to say:
Tracy Jenkins
Tracy Jenkins
★★★★★
Retired, Norwich, Norfolk
"During the years that St. James's Place have held my investments they have proved themselves to be a trustworthy and efficient Company. Ian Farrant provides an outstanding service being both very approachable and helpful. I would not hesitate to recommend them as a Company."
Chris Ball
Chris Ball
★★★★★
Company Director, Norwich, Norfolk
"Ian has been my financial adviser for over four years now. He is very experienced, trustworthy and personable and gives excellent value to the services and professionalism of St. James's Place. The face-to-face advice provided has been of a very high standard and I cannot fault this in any way. He is always available to assist and we meet every year or when necessary to review my financial situation. Previous Financial Advisers I have used have not come anywhere near to the professionalism and level of service that I receive from Ian. I have been more than happy with the investment returns received since Ian has been overseeing my portfolio and would definitely recommend St. James's Place to future clients."
Paul Inch
Paul Inch
★★★★★
Business Development Manager, Norwich, Norfolk
"Ian was recommended to us by a friend and I have always found Ian to be very knowledgeable in his advice. He is always accessible and keen to help with all my investment needs. Over the many years that I have known him, he has built up my trust. I would highly recommend Ian to others, and I have found him to be both approachable and trustworthy."
Private Client
Private Client
★★★★★
Norfolk
"I was looking for a far better return on my savings which were tied up in bonds and to set up a savings ISA account. Frazer's financial advice was clear and made perfect sense to me. He has helped me realise the necessity to save and invest wisely but also to be less risk adverse to achieve a healthy financial reward. Frazer was quick to see the extra income which I had and advised this should be invested too. I am very happy and pleased with my financial returns and its more than I hoped for. Frazer does everything he can to support me and he is always available for financial advice."
Private Client
Private Client
★★★★★
London
"Frazer has helped me understand the importance of investing/saving early and planning for the future."
Private Client
Private Client
★★★★★
Inverness-shire
"I have been investing in ISA's for a number of years, but I felt that the company that previously looked after my investments had dropped the ball and I felt less than a valued customer. I therefore reached out to Frazer to gain support in my investments. Frazer has been very thorough in our discussions and has made himself available through FaceTime calls, telephone calls and messaging when I have contacted him with queries. Frazer clearly has knowledge of his profession and has been reassuring with the choices I have made on the back of guidance and advice. With the pandemic, the military conflict in eastern Europe and the cost of living crisis it has clearly been a turbulent time for people investing in products such as ISA's, so whilst my investment portfolio has not been as successful as I would have hoped I am realistic that with patience the value of my investments should improve. As already mentioned, the number of different global situations in the past few years have clearly impacted those saving funds in products such as ISA's, but with patience I am confident over time my prospects will improve. Frazer has been upfront and honest whilst discussing market trends and global influences."
Private Client
Private Client
★★★★★
Norfolk
"As part of my pension, I received a lump sum and was recommended St. James Place by a trusted former colleague. Frazer took on the role of financial adviser / manager of my investment portfolio when his predecessor, with whom I had previously dealt, retired. If was quite a hard act to follow, but I have been more than satisfied with the advice he has given, as well as his approach to his clients which is courteous, considerate, and professional."
Private Client
Private Client
★★★★★
Essex
"I wanted to start putting money into savings but didn’t know where to invest Frazer has helped me by analysing my current financial situation and advising me how much to invest and why. He explained where my money would be invested and how inflation would affect it. It is a slow process, but he has reassured me that over the years I will see the benefit."
Private Client
Private Client
★★★★★
Norfolk
"Frazer was recommended to me by someone who used his services and was very happy with all the outcome. Frazer is very knowledgeable in his field and can explain difficult concepts in a simplistic manner."
Private Client
Private Client
★★★★★
Suffolk
"Several pensions maturing needed advice. Frazer arranged a video call to discuss options, he was always available to email any queries and would respond quickly, he made an appointment on the anniversary of the start date to discuss the progress of investments. I believe I am getting a good service, bearing in mind all financial markets have experienced very turbulent and fluctuating times over the last few years."
Private Client
Private Client
★★★★★
Norfolk
"I had pensions scattered across different companies and wanted to amalgamate them. Frazer has helped amalgamate my pensions and given me a clearer understanding of my retirement income. I can’t think of anything he could have done better."
Private Client
Private Client
★★★★★
Norfolk
"Frazer was friendly & very professional. Explained everything so I understood."

Past performance is not indicative of future performance.

Some of the reviews shown above have been gathered and displayed directly through VouchedFor and have not been verified by St. James’s Place.

robert dyas Norwich Financial Advisor
michael chaplin Norwich Financial Advisor
frazer farrant Norwich Financial Advisor

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Book a no-obligation consultation meeting with our financial advisers today.

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Why Choose Us?

At Anglian Wealth Management, we believe in building long-term relationships based on trust, transparency, and a deep understanding of your financial needs. Here’s what sets us apart:

Tailored Financial Advice
We provide personalised solutions that are carefully designed around your specific goals and circumstances.
Chartered Financial Adviser
Ian Farrant’s Chartered status represents the highest standard in financial planning, ensuring expert advice you can rely on.
Clear Communication
We prioritise clarity and simplicity in everything we do, helping you make informed decisions without the jargon.
Local Expertise
Based in Norwich, we understand the financial landscape in Norfolk and East Anglia, but also serve clients across Suffolk, Cambridgeshire, and beyond.

FAQs

It’s simple! You can book a no-obligation 30-minute consultation at a time that suits you. We offer both video and face-to-face meetings, depending on your preference.

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Our clients range from individuals planning for retirement to business owners looking for expert financial advice. Whether you’re a professional, self-employed, or a company director, we tailor our advice to meet your specific financial needs.

A Chartered Financial Adviser has achieved one of the highest professional standards in financial planning, reflecting advanced knowledge, experience and a commitment to professional ethics.

A Chartered Financial Adviser, like our Managing Director Ian Farrant, represents the highest level of professional financial planning. It’s a qualification that demonstrates advanced knowledge and a commitment to ethical practices, giving you peace of mind when receiving advice.

We provide personalised pension planning, helping you assess how much you’ll need for a comfortable retirement and guiding you through the most tax-efficient ways to save. We also offer strategies like flexible drawdowns and annuities for when you’re ready to retire.

We offer a range of investment options, including ISAs, bonds, unit trusts, and offshore investments.

Yes, inheritance tax (IHT) planning is one of our core services. We can help you minimise your IHT liability through gifting, trusts, and other tax-efficient strategies, ensuring more of your estate passes to your loved ones.

We offer regular reviews to ensure your financial plan is on track, especially as your circumstances or goals change. We’ll stay in touch to adjust your plan as needed and keep everything aligned with your long-term objectives.

Yes, we are a Partner Practice of St. James’s Place. This provides access to their investment management services, but Anglian Wealth Management operates as an Appointed representative offering a personal, tailored approach.

No, despite being financial advisers based in Norwich, we serve clients across Norfolk, Suffolk, Cambridgeshire, and beyond. We offer both face-to-face meetings and remote consultations, so location isn’t a barrier.

Yes, we offer face to face meetings at our Norwich office as well as video consultations.

No. Meetings can be held face to face at the Norwich office or remotely, depending on what suits you best.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

Contact Us

Book a Consultation

Monday 9 am–5 pm
Tuesday 9 am–5 pm
Wednesday 9 am–5 pm
Thursday 9 am–5 pm
Friday 9 am–5 pm

The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.