Norfolk Wealth Management

“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 an... 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 great... “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 are ... “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 very ... “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 wi... “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 completed.... “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 f... “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 hesitate ... “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 ver... “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 recom... “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 an... 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 great... “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 are ... “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 very ... “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 wi... “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 completed.... “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 f... “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 hesitate ... “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 ver... “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 recom... “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 an... The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. -