About Us
Since 2009, Anglian Wealth Management has been dedicated to helping individuals, families, and businesses across East Anglia achieve financial security and success. Led by Ian Farrant, a Chartered Financial Adviser, we pride ourselves on delivering expert financial advice with a personal touch.
Family-run Business
At Anglian Wealth Management, we believe in offering financial solutions “from our family to your family,” ensuring you get the guidance you need, when you need it. Whether you’re planning for retirement, looking to invest, or seeking advice on estate or business planning, our tailored approach ensures your financial future is in safe hands.
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.
Ian Farrant
Principal
Keith Vanderpant
Business Development Manager
Keith is a seasoned development manager with over 30 years of experience in financial services, specialising in retail, corporate, and high-net-worth financial planning. He is dedicated to delivering client-focused solutions that provide value and results.
Margot North
Operations Manager
Margot joined the team in 2020 with extensive experience in financial services, including roles in administration, compliance, and HR. She is dedicated to delivering excellent client service and brings valuable expertise to the team.
Robert Drake
Senior Wealth Management Consultant
Frazer Farrant
Wealth Management Consultant
Molly Melton
Wealth Management Consultant
Michael Chaplin
Wealth Management Consultant
Michael spent over 16 years working with commissioners and local partners delivering a community sports project to young people in Suffolk. Michael is now using his communication and problem solving skills to help clients understand how they can achieve their financial goals.
Miranda Fedden
Senior Client Services Administrator
In 2021, Miranda became a Client Services Administrator for our team, working diligently to provide our clients with exceptional service and support. Prior to joining us, she spent over six years working as a Legal Secretary.
Sarah Freestone
Client Services Administrator
Our Process
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:
1. Discovery
We begin by understanding what matters most to you, your financial goals, responsibilities, and aspirations.
2. Planning
Once we understand your current situation, we develop a tailored financial plan that guides you toward your desired outcomes. We’ll help you understand every aspect of your bespoke plan and you’ll have the final say.
3. Recommendations
4. Ongoing review
Life changes, and so can your financial situation. We conduct regular reviews to ensure your plan stays on track and make adjustments when needed.
Awards and Recognition
We are proud to be part of the award-winning St. James’s Place, celebrated for dedication to client satisfaction and financial expertise. St. James’s Place’s accolades help us provide the best service to our clients.
Charity Work
Anglian Wealth Management supports local charities and the St. James’s Place Charitable Foundation. The Foundation has raised over £120 million for small charities focusing on children, hospices, cancer support, and mental health services.