Anglian Wealth Management

Anglian Wealth Management We are a bespoke and high-level personal service advising on all areas of wealth management in East Anglia.
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"In all these things, we have enormous confidence in Lisa. She really takes the time to explain everything fully to me a...
20/09/2024

"In all these things, we have enormous confidence in Lisa. She really takes the time to explain everything fully to me and my sisters."

When an elderly relative needs long-term care, it can be a difficult and stressful time for all concerned. Thanks to expert advice, a St. James’s Place client was able to ensure his mother’s care-home fees were covered for life - and reduce a potentially high Inheritance Tax bill.

Discover the joy of invaluable advice: https://www.anglianwealthmanagement.co.uk/sjp-client-stories

Anglian Wealth Management 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).

SJP approved 29/07/2024

🌟 Meet Our Team at Anglian Wealth Management! 🌟We’re thrilled to introduce you to the fantastic team behind Anglian Weal...
04/09/2024

🌟 Meet Our Team at Anglian Wealth Management! 🌟

We’re thrilled to introduce you to the fantastic team behind Anglian Wealth Management. Each member brings their unique expertise and energy, working together to help our clients achieve their financial goals and navigate their wealth management journeys with confidence.

Whether it's financial planning, investment advice, or dedicated client support, our team is here to provide you with personalised, top-tier service. Together, we're committed to helping you secure your financial future.

Explore our team bios on our website: https://www.anglianwealthmanagement.co.uk/about/meet-the-team/listing

No one person is an island. Getting advice from people you trust can help you navigate all elements of life. In this sto...
20/08/2024

No one person is an island. Getting advice from people you trust can help you navigate all elements of life. In this story, a St. James's Place client explains how she discovered the benefits of a financial adviser’s support after splitting from her husband.

Discover the empowerment of invaluable advice: www.anglianwealthmanagement.co.uk/sjp-client-stories

Anglian Wealth Management 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).

SJP approved 29/07/2024

If you're visiting our office soon, don't miss this adorable little bunny! 🐰 It's handmade by one of our amazing clients...
18/08/2024

If you're visiting our office soon, don't miss this adorable little bunny! 🐰 It's handmade by one of our amazing clients to support Ipswich Hospital.

We couldn't resist getting involved and supporting this wonderful cause. 💖

🌟 Meet the Team: Helen - our new Marketing and Communications Manager 🌟Helen brings over 35 years of diverse experience ...
14/08/2024

🌟 Meet the Team: Helen - our new Marketing and Communications Manager 🌟

Helen brings over 35 years of diverse experience in marketing, media, public relations, event management, and communications. She has dedicated more than a decade of her career to marketing in the financial industry.

When she’s not busy crafting our next big campaign, Helen loves exploring the great outdoors, staying fit, attending music events, and advocating for animal welfare. 🐾

You can meet all of our fab team on our website: https://www.anglianwealthmanagement.co.uk/about/meet-the-team/listing

We all need advice on life’s journey to have the confidence to take the next step. Discover how one-to-one financial adv...
07/08/2024

We all need advice on life’s journey to have the confidence to take the next step. Discover how one-to-one financial advice can help you: https://www.anglianwealthmanagement.co.uk/sjp-client-stories

Anglian Wealth Management 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).


SJP approved 29/07/2024

We’re thrilled that we're rated 5 Stars on Google! At Anglian Wealth Management, our mission has always been to provide ...
01/08/2024

We’re thrilled that we're rated 5 Stars on Google!
At Anglian Wealth Management, our mission has always been to provide exceptional financial advice and services tailored to the unique needs of our clients.
Today, we are proud to share that our efforts have been recognised with a 5-star rating by our clients. ⭐⭐⭐⭐⭐

✨🌆 We might be called Anglian Wealth Management but we work in London too! 🌆✨Molly recently visited St. James's Place on...
30/06/2024

✨🌆 We might be called Anglian Wealth Management but we work in London too! 🌆✨
Molly recently visited St. James's Place on Lombard Street, highlights including:

Engaging in discussions on the future of wealth management 💼
Inspirational talks from financial experts 💡
Exploring the historic and modern marvels of the city 🏙️

We're super proud of this...🏆For 15 years, Anglian Wealth Management has dedicated itself to building an exceptional tea...
14/05/2024

We're super proud of this...🏆
For 15 years, Anglian Wealth Management has dedicated itself to building an exceptional team. Our commitment has been rewarded with a prestigious award: over 5 million career credits.

This achievement underscores our ongoing dedication to excellence and client satisfaction! 🏆

And here's Ian with the award!

Here at Anglian Wealth Management, we wish you a very Happy Easter! 💜🐣
31/03/2024

Here at Anglian Wealth Management, we wish you a very Happy Easter! 💜🐣

Did you know it is Global Money Week? Global Money Week aims to ensure that young people acquire financial knowledge to ...
18/03/2024

Did you know it is Global Money Week? Global Money Week aims to ensure that young people acquire financial knowledge to make informed decisions and develop financial resilience.

With this in mind, should we be teaching financial skills in the classroom? 👨‍🏫
Nearly half of people in the UK (44%)* say they would be in fitter shape financially if they were better taught how to manage their budgets and bills, according to a 2022 survey by the Centre for Social Justice.

The sense of financial wellbeing plays a significant role in people's overall wellbeing. It encompasses feeling confident and in control of one's financial situation, whether it involves having the confidence to invest, managing debt, or finding a balance between the two.



*The Centre for Social Justice and Lowell, January 2022 (Poll carried out by Opinium, and based on a sample size of 4,000 people)

For individuals and businesses, understanding the details of the UK Spring 2024 Budget and utilising the revisions for t...
12/03/2024

For individuals and businesses, understanding the details of the UK Spring 2024 Budget and utilising the revisions for tax-efficient financial planning is essential 💷 ➡️
https://www.sjpmarketingstore.co.uk/custom/turnstyle/BudgetReport/2024/Generic/Generic.html =1

The latest Budget announcements carry significant implications and remind us of the continuing relevance of some unchanged provisions.

With thanks to our partners at St James's Place for the full report.

10/03/2024

We’re proud to work with our clients to empower them to make informed decisions about their future, without any jargon!

We’re so pleased that both of our Advisers, Rob and Frazer have reached top status on the reviews platform VouchedFor 🥇

You can see some of our reviews on our website: https://www.anglianwealthmanagement.co.uk/about/testimonials

Can I pass on my pension when I die? Yes and No! 💸 Read on for our advice.Passing on pensions is a very tax-efficient wa...
21/02/2024

Can I pass on my pension when I die? Yes and No! 💸 Read on for our advice.

Passing on pensions is a very tax-efficient way to spread your wealth as part of your legacy planning.

Almost all pensions sit outside your estate, which means they won’t be counted – or liable for – 40% Inheritance Tax.

However unless they’re a higher or additional rate taxpayer, they’ll only pay 20% rather than 40%. So you’ll be handing down an extra 20% tax saving to your next generation.

Your pension savings might be one of the biggest legacies you can leave, apart from property, after you’re gone.

If you start by envisioning what you would like to leave behind for your loved ones, you can create a retirement financial plan that incorporates this objective.

A financial advisor can assist you in evaluating your savings, determining your realistic needs, and calculating the amount that can be allocated for your loved ones after your demise ☎

Happy Valentine's Day Norfolk!With its expansive skies, beautiful beaches, and tranquil waterways, Norfolk holds a speci...
14/02/2024

Happy Valentine's Day Norfolk!
With its expansive skies, beautiful beaches, and tranquil waterways, Norfolk holds a special place in our hearts.

Where's your favourite place in Norfolk? 💜

We're all living longer - so this   we talk about planning for this as an LGBTQ+ person 🏳️‍🌈 🏳️‍⚧️If you’re an LGBTQ+ in...
01/02/2024

We're all living longer - so this we talk about planning for this as an LGBTQ+ person 🏳️‍🌈 🏳️‍⚧️

If you’re an LGBTQ+ individual, you may face additional expenses over the years, which could result in you having less money available to put aside for your retirement.

In 2023, care-home fees averaged about £600 per week (£800 for a nursing home), as per Age UK?*

If you’re looking for an adviser whom you can feel comfortable speaking to and who understands the issues you’re experiencing, get in touch with us today.

https://www.anglianwealthmanagement.co.uk/article/detail/sjpp/planning-for-a-100-year-life-as-an-lgbtq-individual.html

*Paying for Residential Care, Age UK, accessed January 2023

Today is Blue Monday – or is it? 🔵 It's considered the most depressing day of the year by multiple sources. In reality, ...
15/01/2024

Today is Blue Monday – or is it? 🔵

It's considered the most depressing day of the year by multiple sources.

In reality, it was a marketing campaign designed to sell holiday packages. While some may feel the weight of January blues, others see it as an opportunity to focus on self-care and mental well-being. Whether it's a genuine phenomenon or merely a label, it's a reminder to check in with ourselves and those around us.

Instead, we would like to wish you a Happy Monday.

The Mental Health Foundation talks about this in full detail and what you can do to help yourself today: https://www.mentalhealth.org.uk/explore-mental-health/blogs/what-does-blue-monday-mean-our-mental-health


💡 5 simple tips to follow this New Year  💡Start the new year off right by taking control of your finances with these pra...
10/01/2024

💡 5 simple tips to follow this New Year 💡
Start the new year off right by taking control of your finances with these practical and achievable resolutions.

1. Work out how much you’re really worth
2. Downsize your debts
3. Keep using your tax allowances
4. Keep your retirement plans on track
5. Make a Will and Power of Attorney*

Want to know more? We have a short article on this: https://www.anglianwealthmanagement.co.uk/article/detail/sjpp/improve-your-financial-wellbeing-five-top-new-years-resolutions.html



*Please note that Will writing and Powers of Attorney involve the referral to a service which is separate and distinct to those offered by Anglian Wealth Management / St. James's Place and they are not regulated by the Financial Conduct Authority.

New Year, New Pic - this is us! 👋Here's a glimpse of what we do for our wonderful clients:🔘 Protection planning - This i...
04/01/2024

New Year, New Pic - this is us! 👋
Here's a glimpse of what we do for our wonderful clients:

🔘 Protection planning - This is crucial as we can never foresee future events. However, we can prepare for unexpected occurrences. Our specialised insurance and protection services cover various areas such as your loved ones, your lifestyle, and your business. We aim to assist you in safeguarding what matters most to you.

🔘 Planning for retirement - We all want to ensure we have enough funds to enjoy a lengthy, comfortable retirement. A comprehensive retirement plan, adaptable to your evolving lifestyle, will provide you with peace of mind, assuring the retirement you desire.

🔘 Wealth management and investment planning - We are committed to making the money you've diligently earned work just as diligently for you. Together, we will devise a personalised investment strategy and a detailed plan to help you achieve your personal financial objectives.
We'd love to hear from you 📞

Merry Christmas to one and all - and especially to all of our wonderful clients 💜We're wrapping up today at midday, re-o...
22/12/2023

Merry Christmas to one and all - and especially to all of our wonderful clients 💜
We're wrapping up today at midday, re-opening on Tuesday 2 January at 9am.

⭐️ Client reviews for Financial Adviser (and Principal) Ian Farrant ⭐️We are always there at the end of the phone for ou...
18/12/2023

⭐️ Client reviews for Financial Adviser (and Principal) Ian Farrant ⭐️

We are always there at the end of the phone for our clients - big thanks to Paul for sharing this with us and all our other reviewers: https://www.anglianwealthmanagement.co.uk/about/testimonials



The reviews shown have been gathered and displayed directly through VouchedFor and have not been verified by SJP.

Join our team as a Marketing and Events Executive! Are you located in Norwich/Norfolk and passionate about creating and ...
14/12/2023

Join our team as a Marketing and Events Executive!
Are you located in Norwich/Norfolk and passionate about creating and implementing Marketing Strategies?

➡️Full job details on Indeed ➡️ https://uk.indeed.com/viewjob?jk=8b5e493485996389

Monday Money Matters: Have you thought about saving for your retirement? 💷If we’re living longer, there’s a greater need...
11/12/2023

Monday Money Matters: Have you thought about saving for your retirement? 💷

If we’re living longer, there’s a greater need to have sufficient pension savings to fund a longer retirement.

Is it worth starting a pension at 60?
Starting a pension at 60 can still be worth it, depending on your financial situation and retirement goals. Here’s a few factors to consider:

Potential income gap
If you haven’t saved enough for retirement or anticipate a shortfall in your retirement income, starting a pension at 60 can help bridge the gap. Regular contributions to a pension can accumulate over time and provide additional income during retirement.

Employer contributions
If you’re still working and your employer offers a pension scheme with matching contributions, starting a pension at 60 could be beneficial. Depending on the terms of the scheme, you may receive additional contributions from your employer, which can boost your retirement savings significantly.

Flexibility and options
Pensions offer flexibility in terms of how you access the funds during retirement. Starting a pension at 60 can give you access to various options, such as taking a lump sum or receiving regular income payments, depending on your financial needs and goals.

We’ve got all the info on our website:

https://anglianwealthmanagement.co.uk/article/detail/sjpp/how-late-is-too-late-to-start-saving-for-retirement.html

New Year, New You? We don't think the New Year should mean new habits or learnings, so we're starting to share financial...
04/12/2023

New Year, New You? We don't think the New Year should mean new habits or learnings, so we're starting to share financial myth-busting here before 2024 💷

Would sharing or tagging help a friend or family member? Your support is appreciated.

What is a power of attorney? And why is arranging one so important? 💭

Suppose you become unable to make decisions about managing your money, property or your medical care. In that case, you can appoint someone you trust to look after your affairs with a power of attorney.

What happens if you don’t have a power of attorney in place?
If you haven’t set up a power of attorney, and you’re no longer able to make decisions for yourself, things can get very complicated and distressing for you and your family.

You might need to access money from your savings to pay care home fees, or sell your house to cover the cost. Without a power of attorney, someone close to you would need to apply to the Court of Protection for a deputyship, which can take as long as six months.

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12-16 Boundary Road
Norwich

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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