Wealth Management & Inheritance

At Broadland Consultants Ltd our Wealth Management service purpose is to provide successful stewardship and investment of family wealth. Our Wealth Management adviser team, who service clients in Norwich and Norfolk, can assist with your Wealth Management Advice requirements.

We will provide a service that you can trust, with independent judgment, original solutions and good value.

While it is common to be sitting with our wealth manager adviser team to address a particular need such as investment or pension management, our consultative wealth manager’s overriding objective is to fully understand our clients and find out what’s important to them and why.

Once we have completed this process, then if required, to compliment advice we provide about investments, pensions, and inheritance planning, we engage the services of other experts, such as legal and accountancy professionals.

Our wealth managers then work in conjunction with the appropriate experts for complimentary guidance for our clients, and in tandem research the market for the appropriate financial solutions.

The defining quality our wealth management service is that it is delivered in a consultative and comprehensive manner. Our wealth managers are truly client-centered and deliver solutions that are tailor-made for each clients personal circumstances.

Our investment and pension management service is typically complimented by our professional legal and accountancy professional partners. We combine retirement planning, inheritance, legal and tax planning, enabling us to offer clients a truly integrated wealth management service.


We are able to provide Independent Wealth Management Advice / Wealth Management Adviser services to clients at the following locations:

Attleborough, Aylsham, Beccles, Brundall, Bungay, Blofield, Coltishall, Cromer, Dereham, Fakenham, Great Yarmouth, Holt, Hoveton, Hethersett, Loddon, Long Stratton, Mundesley, North Walsham, Norwich, Poringland, Reepham Sheringham, Swaffham, Wells-next-the-Sea, Wroxham

The value of investments can go down as well as up, and past investment performance is not necessarily a guide to future performance. Some forms of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.



What Our Clients Say:

  • We look forward to seeing you again soon. In the meantime, we would like to thank you for all your patience, your own considerable hard work and that of your colleagues at Broadland Consultants, in bringing about a satisfactory conclusion to yet another episode in our family history! I am sure our parents would be very pleased with this positive outcome
    Independent Wealth Management and Investment Advice — Norwich, Norfolk
  • Thank you very much for organising and managing this process for me, you’ve achieved exactly my initial thoughts and requirements and added value through your professional and personable approach to providing me with information advice and guidance. Top stuff!
    Independent Financial Advice, Pensions — Norwich, Norfolk
  • I’ve just spent a little while looking through your figures this morning and I am more than pleased, I’m really delighted. Growth despite all the Brexit stuff they’re throwing at us and the economy generally, you’ve done brilliantly. Very well done.
    Independent Financial Advice, Investment Advice — Norwich, Norfolk
  • My experience with Russell Carter, was outstanding. He successfully secured two mortgages at short notice and ensured all my needs were met. Russell offers a professional, yet personable service and this is something money can’t buy. Russell is an asset to Broadland Consultants Ltd and I will most definitely refer Russell to friends and family
    Equity Release / Life Time Mortgage Advice — Norwich, Norfolk
  • Thank you Russell for all of your assistance, you have been truly outstanding
    Equity Release / Life Time Mortgage Advice — Norwich, Norfolk
  • Thank you Graham for your excellent advice and service throughout the whole process.
    Independent Financial, Pension Advice — Norfolk
  • Thank you for your excellent service, I would not hesitate in recommending you to anyone.
    Independent Financial, Pension Advice — Norwich, Norfolk
  • Dear Jill, I have never met you but you have been so very good and helpful for me so I thank you from the bottom of my heart!
    Independent Financial, Investment Advice — Norwich, Norfolk
  • Thank you for all of your hard work and for being approachable, friendly and quick to respond to my queries.
    Independent Financial, Pension Advice — Norwich, Norfolk
  • I received, what I consider to be the Rolls Royce of service. The advisor was friendly, polite, courteous and at every stage of the advice kept in close telephone contact, always ringing when he promised to. He provided me with a wide variety of options explaining and guiding me every step of the way, whilst leaving me to make my decision with confidence. My concerns were listened to and I was given a quality, individual service putting all my financial affairs in order.
    Equity Release / Life Time Mortgage Advice — Norfolk
  • Thank you to your firm, and especially Russell Carter who helped me get started. Please will you forward the enclosed thank you card to him.
    Equity Release, Life Time Mortgage Advice — Sheringham, Norfolk



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