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Wealth Management

Sowerbys work in close conjunction with Broadland Consultants to offer them a truly integrated independent financial advice service. Find out more about the advisers below.

Richard Dicks

Richard started in financial services in January 1997 after completing his degree and began advising clients in 1999. He was trained at Virgin Direct. Richard holds a wide range of professional advice qualifications including long term care, but his real passion is helping people grow their money for retirement and explaining pensions and investments in an understandable language.  As an independent financial adviser Richard is able to provide full financial planning advice covering the arrangement of Investments, Pensions, Protection, Mortgage’s & Long Term Care planning.

Graham Sharpe

Graham has been working in financial services for over 20 years. He has many years of experience in advising on all aspects of the financial planning process. Graham has a real passion for the investment and pension advice, and assisting helping his client’s achieve their short and long term financial goals. Graham specialises in family based wealth planning and trust based investments. Outside of work Graham enjoys playing cricket for his local team

Luke Jeal

Luke is an independent financial adviser working with clients across Norwich and Norfolk & further afield. Over the past 12 years Luke has had a respectable career at one of the UKs largest banks, but in 2013 decided he was keen to work closer with his clients and give them truly independent financial advice with a choice of solutions the whole of the markets products rather than being tied to a specific bank and a limited range of products. Luke works closely with his clients to create them tailor-made investment and pension planning solutions.

When not advising clients Luke enjoys spending time with his wife Rachel and their two young boys Oscar & Archie.

Martin Gilvey

Martin has been working with the financial services industry for over 30 years.

As a Director of Broadland Consultants, Martin is able to work with new and existing clients in Norwich and Norfolk. Martin specialises in working in close conjunction with business owners to assist them with financial planning for their firms and as individuals. Outside of work Martin is a keen sailor.

Contact Wealth Management