For Individuals

Financial Planning

From retirement planning to trusts, inheritance tax and pensions advice, we build long-lasting relationships to meet your personal financial aspirations and needs.

With our experts in financial planning and wealth management, you can always depend on Hazlewoods to protect and enhance you and your family’s long-term wealth.

Stephen Dick

Partner

Working together

Deciding how to manage and invest your money is a significant task and the challenge of choosing the right solution can be daunting. We offer comprehensive financial planning expertise, coupled with a high level of personal service, so you can make important decisions with more clarity and meet both your immediate needs and long-term aspirations.

And our collaborative culture means that you benefit from a wider range of expertise and a truly holistic service designed to protect and grow your personal or family wealth.

How can we help you?

Your personal circumstances are unique and we have the people who can understand both your immediate needs and provide the reassurance you require about the future.

Our financial planning team can help you with:

Investment management services

Hazlewoods Financial Planning offer independent financial advice, investment advice and management services to both private and corporate clients.

We can help protect and build your wealth with the most advanced analytical and planning tools, as well as regularly review your portfolio, to ensure that every investment delivers the best outcome for you.

In building your portfolio, we will combine our investment management skills with a complete understanding of your financial arrangements. As well as ensuring that you benefit from the best advice, this approach will help us build a long and rewarding relationship, during which we can help you to create your wealth and protect it for future generations.

Planning for retirement and pension advice

You will have aspirations for your retirement, be it a certain lifestyle, new adventures or an early retirement. Also, a growing number of people are enjoying active lives well beyond retirement. If you wish to maintain your lifestyle after leaving work, it is vital to plan in advance, to ensure that you make the necessary provision.

A retirement journey differs from one person to the next, but they often share the following characteristics – it starts with saving for retirement, then regular reviews to measure progress, followed by drawing retirement benefits and, finally, planning a legacy.

Protecting your family

Have you ever wondered how your family would manage financially without you?

There are many types of policy available to provide cover for all eventualities, including term assurance, critical illness cover, family and business protection plans, and permanent health insurance.

We will ensure that you benefit from the best protection for your needs, at every stage of your personal or business life.

Maturing benefits at retirement

This stage of retirement can be full of opportunities and choice. It can offer excitement and happiness, but careful planning can be the difference between a good retirement and a great retirement.

Along with all the opportunities that retirement brings, there is the responsibility to ensure that the right choices are made, to ensure your money lasts as long as you do.

It is also important to remember that your financial circumstances will continue to change throughout your retirement. You will need to make ongoing choices and review your strategy regularly to ensure everything stays on track.

There is a lot to consider when you access your retirement benefits, and it is important to remember that you do not have to make all of your decisions in one go.