Anglian Wealth Management - Norwich

Overview of Anglian Wealth Management

Located at 12 Boundary Rd, Norwich NR6 5HT, United Kingdom, Anglian Wealth Management stands out as a reliable financial service provider. With a phone number 1603752500 readily available, clients can easily reach out for assistance. Their website, anglianwealthmanagement.co.uk, offers a wealth of information and the convenience of online appointments, catering to the modern client's needs.

Characteristics and Services

Anglian Wealth Management specializes in providing Financial planning and Financial consulting services. These services are tailored to meet the diverse financial needs of their clients, ensuring that each individual or couple receives personalized advice. With experts like Rob and Chloe at the helm, clients can trust that they are guided through their financial journeys with expertise and care.

The firm's commitment to accessibility is commendable. They offer online appointments, ensuring convenience for clients who prefer to manage their schedules. Moreover, their wheelchair-accessible car park, entrance, seating, and toilet demonstrate a genuine commitment to inclusivity, making their services available to everyone.

Customer Reviews and Experiences

Anglian Wealth Management boasts 28 reviews on Google My Business, with an impressive average opinion of 5/5. Testimonials from long-term clients like one who has been with them for over a decade highlight the company's dedication to excellent communication and advice, particularly in managing pensions. Clients are consistently pleased with the well-thought-out investment strategies and the ongoing support, which has facilitated a secure and enjoyable retirement experience.

Recommendation for Potential Clients

For anyone seeking a trustworthy financial advisor in Norwich, Anglian Wealth Management is a standout choice. Their comprehensive services, combined with a history of exceptional customer satisfaction, make them a go-to for both those planning for retirement and individuals looking to optimize their current financial standing.

To explore their offerings further or to schedule a consultation, it's highly recommended that interested parties visit their website anglianwealthmanagement.co.uk. Whether you're looking for guidance on pensions, investment advice, or simply need a financial consultant, Anglian Wealth Management is equipped to meet your needs with professionalism and empathy. Don't miss the opportunity to take control of your financial future with the expertise of Anglian Wealth Management.

👍 Reviews of Anglian Wealth Management

Stephen U.

5/5

I have been with Anglian wealth for10 years plus. They have made handling my pension very easy with great communication and advice.
I finally retired 3 years ago and Rob and Chloe have always been on hand to help.
The funds that have been suggested have worked well and am looking forward to a good retirement.

Simon D.

5/5

Ian Farrant has been my financial adviser for over ten years. He is pleasant, knowledgeable and engages regularly with me about my pension pot and related matters. The investment has made good returns in variable times and I am more than happy to continue the relationship despite the negative publicity for St James Place. I am a very pleased customer.

Ian H.

5/5

Ive known Ian for many a year and now looked after by Frazer.
Very pleased with AWM and the serviceprovided , great knowledge on funds and how to use them. thanks again

Kevin P.

5/5

Anglian Wealth Management was recommended to me by a very respected and extremely savvy financial professional. AWM haven’t disappointed. I felt comfortable at all stages. I generally never make recommendations but am making an exception with AWM. Highly recommend.

Faye B.

5/5

I was recommended Anglian Wealth whilst considering options for private pensions. They were highly communicative, informative and gave me a range of options to consider. I am new to private investment and Ian and the team provided a fantastic service - highly recommend!

Ron C.

5/5

My wife and I became clients of Ian Farrant in 2009, bringing on board my existing pension pot.
After just 7 years its value had more than doubled by the time
I was ready to commence drawing from the pension. Ian has subsequently brought on board some additional capital sitting alongside the pension, as well as continuing to guide our strategy for managing our pension arrangements.
Two aspects have been especially important : first, all of the investments provide flexibility to suit our evolving circumstances so that we never feel constrained by previous decisions : second, we can rely on St James Place optimising our investments through regular ongoing reviews of the funds' performance combined with a determination to switch funds based on those reviews when deemed advisable.
We know the best financial minds are always working to grow our money!
Ian visits our home on a regular basis to oversee our investment progress as well as our lifestyle needs, and his whole team offers great support.
I know for certain that Ian derives a great sense of satisfaction in helping make our retirement as happy and fulfilled as possible. We truly consider him a friend of the family.

Gary N.

5/5

Ian and the team at Anglia Wealth Management have provided us with excellent service over many years. The advice has been pro-active on both our pension planning and investment management with regular meetings and updates, We would highly recommend them.

Claire C.

5/5

Excellent advice and management of my funds. Fraser explains everything very clearly and is extremely easy to talk to. Contact is regular without bombarding you with information. I feel I have complete trust in their service