Anglian Financial & Investment Planning
AF
Financial Advisors
Anglian Financial & Investment Planning
Suite 7, Norwich NR6 5AQ
# Anglian Financial & Investment Planning
Anglian Financial & Investment Planning operates as Brunswick Investment Management Limited, a specialist investment firm now integrated within the Courtiers Group. Based in Norwich, the company provides personalised investment management and financial planning services to clients seeking professional oversight of their wealth.
The firm serves individuals and families looking to grow and protect their financial assets through tailored investment strategies. Their clientele typically comprises those requiring comprehensive financial guidance beyond standard banking services, seeking expertise in portfolio management and long-term wealth planning.
What distinguishes this business is its regulatory standing and institutional backing. Authorised and regulated by the FCA (reference 618199), the firm operates under stringent compliance standards. The integration with Courtiers Group—a larger financial services organisation—provides access to enhanced resources and consolidated expertise. Currently, the company is in a strategic consolidation phase, voluntarily abstaining from new business whilst embedding robust client management frameworks and business oversight functions. This measured approach reflects a commitment to service quality over rapid expansion.
The firm's willingness to meet FCA requirements and transition back to full operations demonstrates transparency and regulatory compliance. Their focus on embedding essential business functions suggests they prioritise sustainable, well-structured client relationships over volume-driven growth. This positions them as a cautious, compliance-focused wealth management partner for discerning clients in the East Anglia region.
Anglian Financial & Investment Planning operates as Brunswick Investment Management Limited, a specialist investment firm now integrated within the Courtiers Group. Based in Norwich, the company provides personalised investment management and financial planning services to clients seeking professional oversight of their wealth.
The firm serves individuals and families looking to grow and protect their financial assets through tailored investment strategies. Their clientele typically comprises those requiring comprehensive financial guidance beyond standard banking services, seeking expertise in portfolio management and long-term wealth planning.
What distinguishes this business is its regulatory standing and institutional backing. Authorised and regulated by the FCA (reference 618199), the firm operates under stringent compliance standards. The integration with Courtiers Group—a larger financial services organisation—provides access to enhanced resources and consolidated expertise. Currently, the company is in a strategic consolidation phase, voluntarily abstaining from new business whilst embedding robust client management frameworks and business oversight functions. This measured approach reflects a commitment to service quality over rapid expansion.
The firm's willingness to meet FCA requirements and transition back to full operations demonstrates transparency and regulatory compliance. Their focus on embedding essential business functions suggests they prioritise sustainable, well-structured client relationships over volume-driven growth. This positions them as a cautious, compliance-focused wealth management partner for discerning clients in the East Anglia region.
Services offered
Investment portfolio managementWealth planningAsset managementFinancial advisory servicesRetirement planningRisk assessmentClient portfolio reviewsEstate planning