Norfolk Wealth Management | Financial Adviser

Dan was recommended to review my ISA and Pension needs in 2012. Before our meeting I had not received a review of these for many years. Dan brought my pension back to life and the investment management of my ISA and my pension has been 1st class. The investment returns have improved dramatically ...

Clare Brighton, Director

Past performance is not indicative of future performance. 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.

There are many companies who offer a financial advisory service but few who offer this in a personnel and impactful way. Advising, guiding, and supporting is the NWM way and this brings a sense of joy when engaging with the team.

Matt Sealby

The service provided is great and it is so good to be able to speak to someone in person and know that they are giving you helpful information and good advice. Also, it is great to be able to ask questions at any time and can contact an advisor at any time.

CM| Lowestoft

NWM has and continues to be a trusting partner in the management of my pension and investments. The advice given is always risk balanced based on my needs allowing me to make informed and objective financial decisions that will benefit me in the future.

TB| Norwich

Norfolk Wealth Management have managed our investment portfolio for over ten years. The investment h them advice has been sound even through the recent turbulent years. Our dealings with them have always been informative, professional and friendly.

DH| Norwich

We were looking to invest some money for our children's futures due to their savings no longer generating any interest sitting in their savings accounts. A friend recommended Dan Hurren at St. James's Place. On meeting Dan, he was very approachable, knowledgeable, and welcoming. Dan offered us gr...

Private Client

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.

I found Daniel to be very helpful in advising me in what life assurance to choose. Also I felt much more comfortable discussing matters in my own home environment. he visited me on times that suited me and on a Saturday because I work all week. His service and knowledge of all things financial ar...

Christine Loades, Area Manager

Daniel has been very thorough and given full and detailed explanations and guidance at every stage. His advice is objective, professional and helpful but at no times pressurised or hurried. I would recommend him to anyone as trustworthy and reliable, without hesitation. I would add that he is ver...

Stephen Nunn, Self-Employed

Daniel was very professional but very friendly and most importantly provided honest, sound advice. We feel reassured that he will provide yearly reviews of our finances.

Sally Bussey, Area Director

I have been delighted with the excellent service I have always received from Daniel. His Norfolk family background and extensive experience of offering financial planning to local people have made me feel confident in his understanding of my own saving and investment plans. He takes time to talk ...

Robert Read, Teacher

Daniel always made appointments that were convenient to my diary. All options were explained to me in language I could understand. He always took care of chasing paperwork that was needed from other companies and kept me fully informed of what was going on and how long before it would be complete...

Nigel Crowther, Store Manager

Working in the Offshore industry sometimes makes it difficult to access good quality financial advice. My needs can change on a regular basis as I plan for the future. Daniel takes all the difficulty away with a professional, confidential and focused approach to financial planning and building my...

Nigel Ayers, Manager, Oil and Gas Industry

Mr Hurren gives common sense, down-to-earth and sound practical advice with regard to all aspects of our finances. We would recommend him to anyone.

Mr and Mrs Holland, Retired

Daniel listened to our requirements and subsequently arranged an investment plan that suited us. He was very methodical, keeping us informed at every stage, explaining everything in detail and making sure we understood exactly what we were doing. We are happy with the result and would not hesitat...

Mr and Mrs England, Retired

Daniel was very professional but also very patient. We have sought advice before concerning Inheritance Tax planning but never understood how we could avoid it fully until he explained this clearly. He explained very clearly and did not rush our interviews. We felt very ...

Mr and Mrs Bosworth, Retired

I have been advised by Daniel over the past 6 years and he has never failed to research and explain the most favourable financial options for my husband and myself. I feel confident that I can consult him at any time and that he will respond immediately to my concerns. I would not hesitate to rec...

Louise Willsher, Television Make-up Artist

Dan was recommended to review my ISA and Pension needs in 2012. Before our meeting I had not received a review of these for many years. Dan brought my pension back to life and the investment management of my ISA and my pension has been 1st class. The investment returns have improved dramatically ...

Clare Brighton, Director

Past performance is not indicative of future performance. 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.

There are many companies who offer a financial advisory service but few who offer this in a personnel and impactful way. Advising, guiding, and supporting is the NWM way and this brings a sense of joy when engaging with the team.

Matt Sealby

The service provided is great and it is so good to be able to speak to someone in person and know that they are giving you helpful information and good advice. Also, it is great to be able to ask questions at any time and can contact an advisor at any time.

CM| Lowestoft

NWM has and continues to be a trusting partner in the management of my pension and investments. The advice given is always risk balanced based on my needs allowing me to make informed and objective financial decisions that will benefit me in the future.

TB| Norwich

Norfolk Wealth Management have managed our investment portfolio for over ten years. The investment h them advice has been sound even through the recent turbulent years. Our dealings with them have always been informative, professional and friendly.

DH| Norwich

We were looking to invest some money for our children's futures due to their savings no longer generating any interest sitting in their savings accounts. A friend recommended Dan Hurren at St. James's Place. On meeting Dan, he was very approachable, knowledgeable, and welcoming. Dan offered us gr...

Private Client

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.

I found Daniel to be very helpful in advising me in what life assurance to choose. Also I felt much more comfortable discussing matters in my own home environment. he visited me on times that suited me and on a Saturday because I work all week. His service and knowledge of all things financial ar...

Christine Loades, Area Manager

Daniel has been very thorough and given full and detailed explanations and guidance at every stage. His advice is objective, professional and helpful but at no times pressurised or hurried. I would recommend him to anyone as trustworthy and reliable, without hesitation. I would add that he is ver...

Stephen Nunn, Self-Employed

Daniel was very professional but very friendly and most importantly provided honest, sound advice. We feel reassured that he will provide yearly reviews of our finances.

Sally Bussey, Area Director

I have been delighted with the excellent service I have always received from Daniel. His Norfolk family background and extensive experience of offering financial planning to local people have made me feel confident in his understanding of my own saving and investment plans. He takes time to talk ...

Robert Read, Teacher

Daniel always made appointments that were convenient to my diary. All options were explained to me in language I could understand. He always took care of chasing paperwork that was needed from other companies and kept me fully informed of what was going on and how long before it would be complete...

Nigel Crowther, Store Manager

Working in the Offshore industry sometimes makes it difficult to access good quality financial advice. My needs can change on a regular basis as I plan for the future. Daniel takes all the difficulty away with a professional, confidential and focused approach to financial planning and building my...

Nigel Ayers, Manager, Oil and Gas Industry

Mr Hurren gives common sense, down-to-earth and sound practical advice with regard to all aspects of our finances. We would recommend him to anyone.

Mr and Mrs Holland, Retired

Daniel listened to our requirements and subsequently arranged an investment plan that suited us. He was very methodical, keeping us informed at every stage, explaining everything in detail and making sure we understood exactly what we were doing. We are happy with the result and would not hesitat...

Mr and Mrs England, Retired

Daniel was very professional but also very patient. We have sought advice before concerning Inheritance Tax planning but never understood how we could avoid it fully until he explained this clearly. He explained very clearly and did not rush our interviews. We felt very ...

Mr and Mrs Bosworth, Retired

I have been advised by Daniel over the past 6 years and he has never failed to research and explain the most favourable financial options for my husband and myself. I feel confident that I can consult him at any time and that he will respond immediately to my concerns. I would not hesitate to rec...

Louise Willsher, Television Make-up Artist

Dan was recommended to review my ISA and Pension needs in 2012. Before our meeting I had not received a review of these for many years. Dan brought my pension back to life and the investment management of my ISA and my pension has been 1st class. The investment returns have improved dramatically ...

Clare Brighton, Director

Past performance is not indicative of future performance. 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.

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Located in the heart of Norwich, we are committed to safeguarding our clients’ legacies for their loved ones.

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