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Anglian Wealth Management

Anglian Wealth Management

5.0(55 reviews)See reviews ↓·Norwich

What customers say

Based on genuine customer reviews

Pension planning and retirement advice emerge as the most frequently praised work at this Norwich firm, with clients describing arrangements simplified, new schemes set up, funds consolidated and long-term retirement goals mapped out. Molly features prominently in accounts, commended for explaining complex financial matters in plain language and guiding clients patiently through decisions they had doubted they could handle alone. Ian is noted for clear advice on managing finances, regular reviews and keeping investors informed about their portfolios, while Rob and Chloe are mentioned for proactive support during retirement planning.

Several reviewers describe relationships lasting many years and spanning multiple family situations, and a theme running through the feedback is the team's reliability, professionalism and availability both before and after transactions, together with a trustworthiness that long-standing clients value. The expertise applied to pensions, investments and wealth management for individuals and families runs through the feedback, as does the stability of the team and its clear succession arrangements, which those who have stayed for decades regard as reassuring. Reviewers repeatedly remark that outcomes exceeded expectations and that their finances feel safely looked after.

Financial Advisor

Reviews

Reviews are taken from publicly available sources.

AI
anthony iacovazzo28 August 2026

Molly set up my pension for me, advised me throughout the process, very happy with the outcome.

SL
sophie lunny21 August 2026

Went to Molly for help with sorting my pension, she was fantastic, very knowledgeable and sorted me a great pension, would highly recommend Molly to anyone!

GR
Gary Roach30 March 2026

I heard about Mike Chaplin from a mutual friend and I needed advise as I was about to take VR and needed to drawdown both works and private pension pots! Due to difficulties with my works pension fund holder it proved x challenging period to get completed but despite the company not willing to talk to advisors directly Mike constantly followed up as much as possible, kept in frequent touch with me, always being available to answer questions! When finally we received the funds, Mike presented a bespoke plan having established my plans and requirements and I was very comfortable with his advise! We have gone ahead nd now everything is in place and also k have a plan for regular contact in the future! At a major milestone in my life with big decisions to make, Mike was a real source of reassurance and expertise and always responded quickly yk any communication I needed Would definitely recommend Mike yk anyone in my position

TF
tim frary6 March 2026

Brilliant service from Ian, keeps me up to date with all my investments. Most importantly Trustworthy.

JM
Jim Murphy13 January 2026

I have unique circumstances regarding my finances and with Molly, she understood and exceeded all expectations and abilities. I can trust all my finances and assets are well and truely looked after with Moly and her team.

JW
Joseph Wells5 January 2026

I went to Molly for some financial advice, as I had a lot of questions about what to do with a lump of money I had sat doing nothing. She gave extremely helpful advice and explained everything in a clear, easy to understand way. When it comes to something as important as finances, it’s essential to know the guidance you’re receiving is sound and professional, and I felt completely confident in Molly’s advice throughout. She’s also incredibly friendly and easy to talk to, which made the whole process feel comfortable rather than intimidating. I felt confident enough to strongly recommend Molly to my dad when he was looking for pensions advice, and I would have no hesitation in recommending Molly and her team to others. She’s exceptional at what she does! Thank you!

SR
Soozi Rose31 October 2025

Molly at Anglia Wealth Management was very helpful with sorting out my pension. Her attention to detail was impressive. I was very happy with how informative every meeting was and knowing I can contact whenever I has a question as she made me feel very included in every step and extremely friendly too. Highly recommend this company especially Molly.

Financial advisers in Norwich compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Norwich are compared.

RankProviderRatingReviewsOpen Sat.
1PFG Mortgages★ 5,0389No
2Anglian Wealth Management (this page)★ 5,055No
3Yellow Brick Financial Planning Ltd★ 5,047Yes
4Insight Financial Associates Ltd.★ 4,9118No
5Smith & Pinching Financial Services Limited★ 4,8122No
Contact
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed