We are chartered financial planners
We’ve been awarded ‘corporate chartered’ status by the Chartered Insurance Institute (CII)
This is a mark of assurance that we go above and beyond. Crucially, that means we constantly strive to get the best possible outcomes for our clients.
We’ve demonstrated we’re worthy of this accreditation by:
- Investing in our advisers and support staff by continually developing their knowledge and skills
- Creating a strong code of ethics to hold ourselves to account
- Demonstrating thorough processes and practices
- Giving back to society
What this means for you
- Feel confident you’re dealing with an experienced professional
- Our clients’ best possible outcomes are at the heart of everything we do
- Our thorough processes and practices mean your advice leaves no stone unturned
- You’re using a business which acts ethically
How we can help
Our advisers’ knowledge of inheritance tax rules will help you pass on as much of your wealth to your loved ones as you can.
We can help you plan how you’ll cover the cost of care so you feel safe in the knowledge you or your loved ones can get the best possible care.
Pension and investment consolidation
Get help making the often complex decision of when, if and how to get your investments in one place. Feel more confident and get a better view of where you’re at.
Get a plan which pieces your goals together. You’ll get an expert’s view on how to achieve your goals and overcome the hurdles you may come across. Your plan should leave you feeling confident you’ve done everything you can to secure your financial future.
Our advice charges
Our charges range from 1-2% of the assets advised upon.
We charge slightly differently for investment and planning advice. You can choose to take one or both types of advice and your adviser will explain exactly how much you’ll be charged once you’ve established what you want to get out of taking advice.
Find out more about our service from our helpdesk
Our advisory helpdesk are an essential part of our service.
This is the first step of the HL financial advice journey and straight away, they’ll help you check if advice would be a good fit for your needs.
There’s no obligation to take advice after this call. In fact, if it seems like advice isn’t the right path for you, they’ll explain ways you can make sound financial decisions on your own.
They’ll also answer any questions you may have about our service including how much it may cost.
No personal advice will be given on this call. That will come later from your adviser if you decide to proceed.
Please note: we can only provide advice to UK residents. If you’re resident overseas, unfortunately we’re unable to advise you.
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