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Norfolk Wealth Management

Norfolk Wealth Management was formed in 2012 by the principal partner Dan Hurren with a clear focus on providing local expert professional advice on all areas of wealth management. Specialising in providing a highly personalised face to face wealth management advice service, the business now advises in excess of 1000 clients including individual and family connections, trustees and businesses. Norfolk Wealth Management has a highly qualified and experienced team with 5 advisers and a professional support team to help our clients in all aspects of financial planning. Our guiding principle has always been and always will be the desire to place our clients at the heart of everything we do, tailoring our solutions to meet individual requirements and building long term client relationships.

18 April 2019
East of England
Local Alliances:
Norwich City Dementia Action Alliance

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

NWM is keen to support the alliance in developing awareness across our catchment area. Stereotypically a wealth business deals with an older clientele and we have seen the affect the condition can cause to our clients and their families. 

It is our intention to train our front line in dementia awareness and to support our fellow partners in all aspects of the alliance. Being a partner of St James Place, we will seek to garner their support for both our own involvement and on a wider scale. 

We will work with other organisations in the financial sector to ensure the legalities of estate planning are better understood and clients have a clear understanding and support mechanism in this field. Our hope is to support the alliance in achievement of its objectives.   

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

Competing priorities may well be a challenge without a clear commitment across the business. Ensuring we have devoted the time and resource to training awareness, wider participation in seminars etc will be key to supporting this valuable entity in such a worthy and much needed cause.

2. Actions

  • Join the local alliance

    Make a public commitment to joining the Norwich City Dementia Action Alliance and supporting its actions.

    Being implemented
  • Undertake Dementia Awareness Training

    NWM front line staff to attend a dementia awareness training course to gain a better understanding of the basics and how it may impact and benefit our business and clients.

    Being implemented
  • Work alongside other Financial Partners to raise dementia profile

    NWM will consider and implement a plan to improve the experience in financial services of those impacted by dementia. We will also support activities with wider organisations to profile the alliance.

    Being implemented