Norfolk Wealth Management
Located in Norwich, Norfolk Wealth Management provides financial advice to personal and business clients across a range of services, with a focus on assisting families in planning for future generations.
- Tax planning
- Corporate services
- Retirement planning
- Protection planning
- Investment management
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Competitors
Smith & Pinching is an independent financial advisory firm that has been providing expert financial advice for over 50 years.
Brown Shipley is a private bank that offers integrated wealth management solutions, including wealth planning, investment management, and lending services.
Company Details
Norfolk Wealth Management is operated by Norfolk Wealth Management Limited and is a Active company incorporated on 25 October 2021 with the registered office located in Norwich, Norfolk. Norfolk Wealth Management Limited was registered 4 years ago.
Status
Active
Size
Micro
Directors
3
Age
4 years old
Employees
9
Turnover
Unreported
Total Assets
£7.67M
Cash in Bank
£353.81K
Total Liabilities
-£1.44M
Teams
9
5
5
3
3
Client Manager • Joined Apr 2023
Client Manager • Joined Feb 2024
Senior Wealth Manager • Joined Jan 2025
Senior Client Manager • Joined Apr 2021
Client Relationship Manager • Joined Jun 2024
Managing Director Of Norfolk Wealth Management • Joined Jun 2012
Assistant Financial Adviser • Joined Jan 2022
Senior Wealth Adviser • Joined Dec 2022
Trainee Financial Planner • Joined Jan 2024
Client Manager • Joined Apr 2023
Client Manager • Joined Feb 2024
Client Relationship Manager • Joined Jun 2024
Assistant Financial Adviser • Joined Jan 2022
Senior Wealth Adviser • Joined Dec 2022
Managing Director Of Norfolk Wealth Management • Joined Jun 2012
Senior Wealth Adviser • Joined Dec 2022
Trainee Financial Planner • Joined Jan 2024
Senior Wealth Manager • Joined Jan 2025
Assistant Financial Adviser • Joined Jan 2022
Trainee Financial Planner • Joined Jan 2024
Client Manager • Joined Apr 2023
Client Manager • Joined Feb 2024
Senior Client Manager • Joined Apr 2021
Client Relationship Manager • Joined Jun 2024
Assistant Financial Adviser • Joined Jan 2022