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Anglian Wealth Management

Financial advisers in King’s Lynn, Norfolk

Looking for financial advisers in King’s Lynn? Anglian Wealth Management provides clear, personalised financial advice to individuals, families and business owners across King’s Lynn and West Norfolk.

Based in Norwich, we offer straightforward, jargon-free advice with face-to-face, video or telephone appointments to suit you.

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

Our Services

Whether you’re planning for retirement, growing and protecting your wealth, or looking for more tax-efficient options, our advisers take the time to understand what matters to you and build a plan around your objectives.

Our advice is designed to be practical and easy to understand, so you can make confident decisions about your money.

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.

Financial advice in King’s Lynn and West Norfolk

As experienced financial advisers serving King’s Lynn and West Norfolk, we provide personalised wealth management and pension planning to clients across the region.

We regularly work with clients in King’s Lynn, Dersingham, Heacham, Hunstanton, Downham Market and surrounding villages, offering both face-to-face and remote appointments.

We are proud to support clients in King’s Lynn who are looking for experienced financial advisers they can trust, whether for pension planning, investment management or long-term wealth planning.

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.

Book a Consultation

No. We support clients across Norfolk and throughout the UK via secure video consultations, telephone advice and digital document signing.

Yes. Pension and retirement planning is a core part of what we do, from consolidation and contributions through to retirement income planning.

Anglian Wealth Management 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.

Yes. While our office is based in Norwich, we offer flexible meeting options including in-person appointments and secure video consultations for clients in King’s Lynn and West Norfolk.

That adds geo relevance near the bottom of the page.

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.