Norfolk Wealth Management was established in 2012 by Dan Hurren with a focus on providing expert, professional advice on all areas of wealth management.
Prior to this, Dan started his career in the financial services industry as a Pensions Adviser with Aviva before moving to Halifax Financial Services as a Financial Adviser in 2003. After spending 7 years as a Financial Adviser within the Norwich branch of Halifax, he was promoted to Area Manager and led a successful team of 18 Financial Advisers across Norfolk and Suffolk.
In 2012, Dan decided to return to ‘face to face’ financial planning with clients and accepted an invitation to join the prestigious St. James’s Place Wealth Management, leading to the creation of Norfolk Wealth Management.
The business has now grown to advising over 600 clients with a total of three fully qualified advisers within the Practice and an experienced support team to assist both advisers and clients.
For our advisers the primary goal has always been to help guide clients through many changes in their lives, to help them to grow their wealth and, eventually, pass this on to their loved ones. Our advisers have strong expertise in all areas of financial planning but specialise in Investment Planning, Retirement Planning and Inheritance Tax and Trust planning and have a passion for helping clients with longer-term aspirations.
Trusts are not regulated by the Financial Conduct Authority.