Our advice covers all areas of wealth management, including retirement planning, wealth protection, investment planning, personal protection planning and exit strategies* for business owners. This is delivered through personal face to face advice and developing long-term relationships based on trust and respect. We place a strong emphasis on making the complex easy and as a client’s financial needs evolve during their lifetime we will be there to review and provide clarity. HF Wealth Planning is a Partner Practice of one of the leading wealth management companies, St. James's Place Wealth Management, which gives us access to in-depth specialist professional expertise, a distinctive approach to Investment Management and, most importantly, a guarantee, as St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
