Hugh Breach
Financial Adviser
FCA reference number: HJB01091
I work with a variety of clients to help them achieve their goals through comprehensive financial planning. I provide financial advice across a broad spectrum of areas including retirement planning, investment planning, long-term care funding and inheritance tax mitigation. As well as a chartered financial planner, I am also a long-term care specialist and an accredited member of SOLLA (Society of Later Life Advisers).
I work with a variety of clients to help them achieve their goals through comprehensive financial planning. I provide financial advice across a broad spectrum of areas including retirement planning, investment planning, long-term care funding and inheritance tax mitigation. As well as a chartered financial planner, I am also a long-term care specialist and an accredited member of SOLLA (Society of Later Life Advisers).
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- Accredited Member of SOLLA (Society of Later Life Advisers)
- Certification In Investment Management
Region and method of advice
I am based in Bristol and predominantly work with clients over phone or video call. I can provide in-person meetings across Herefordshire, Gloucestershire, Wiltshire, Oxfordshire, Berkshire and Buckinghamshire.
Based in South West
In-person meetings
Phone and Video call
Region and method of advice
I am based in Bristol and predominantly work with clients over phone or video call. I can provide in-person meetings across Herefordshire, Gloucestershire, Wiltshire, Oxfordshire, Berkshire and Buckinghamshire.
Approach and experience
I adopt a flexible approach to client consultations to work in a way that suits you. Where appropriate, our consultation can be split into several sessions to allow sufficient time to get to know you, understand your current financial position, your views on risk and to consider different investment options. Equally, for more straightforward cases, you may only need one session.
In my experience, some clients like to reflect and consider points raised in conversations before going ahead. I’m always happy to provide written summaries of the points discussed and provide analysis on existing arrangements, including any particular areas of focus, should you find this helpful.
Hugh Breach has been my financial adviser for the last 5 years during a period of stressful and dramatic global events.
Hugh has professionally guided my portfolio through these events by providing professional, balanced and sound financial advice. Positioning my finances for growth and income for now and the future.
Having a financial adviser during these times in particular has made a tremendous difference.
Mrs M Baker
Personal interests
Outside of work I like to remain active and exercise daily. I am a keen runner and footballer whilst also regularly attending the gym. Continuing the sporting theme, I am an avid Newcastle United supporter and regularly make the long trip from Bristol to St James’ Park with my dad. At home, I enjoy spending time with my fiancée and cooking cuisines from across the world.
Insights
Financial Adviser's 4 tips to improve your financial decision making
We all like to think we act purely on logic and balance, but money is an emotive topic. We share a Financial Adviser’s tips on how to look past our emotions and make smart choices.
Financial adviser’s top tips for spring cleaning your finances
Financial Adviser Hugh Breach gives his top tips for revisiting, reviewing and reorganising your finances.
How one of our advisers saved a client £14,000 in tax
Financial Adviser, Hugh Breach, describes how he advised a client and how they paid less tax as a result.