Daniel Hurren
ACII, AFPS, DipFA
Norfolk Wealth Management was established in 2012 by Dan Hurren with a focus on providing expert, professional advice on all areas of wealth management.
About
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, leading to the creation of Norfolk Wealth Management.
The business has now grown to advising over 1,000 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.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
