Hawsons Wealth Management Limited is a company owned by Hawsons Chartered Accountants to offer clients and others a comprehensive and specialist financial planning service and is a member of Burns-Anderson Limited.
We will ensure that any recommendations made are tailored to meet your own specific requirements. The confidential advice you receive will be totally independent. This means that any products selected or advice given will be the most appropriate to meet your current circumstances whilst taking into account your aims and objectives. The services we offer can be divided into three main areas:-
Financial Planning and Advice
Key financial decisions
- Protection for you and your family*
- Tax Planning*
- Planning for future generations
- Retirement planning and review
- School fees planning
- Corporate pension, (including stakeholder), insurance and benefit issues
- Protecting company profitability*
Protecting your lifestyle in retirement
- Individual and Group Personal Pensions
- Self Invested Personal Pensions
- All types of occupational pension schemes including
Small Self Administered Pension Schemes - Options on taking pension benefits
- Stakeholder pension requirements
Making your money work harder for you
- Equity portfolio review via our recommended portfolio manager
- PEP portfolio review via our recommended portfolio manager
- Individual Savings Accounts (ISAs)
- Regular savings plans
- Lump sum investment for growth and/or income
- Other investments including National Savings and building societies*
The advice is delivered following meetings at which you are asked to define your aims and objectives as well as providing hard facts about your personal circumstances.
Following the meeting you will receive a detailed report appraising you of your current financial position together with our recommendations.
- Our consultants are highly experienced, qualified specialists who will ensure that any advice given is tailored to meet your own personal circumstances
- The advice is offered on a totally confidential basis and is totally independent
- We are happy to act on a fee-paying basis should that be your preference
- Meetings are held at the place of your choosing
Hawsons Wealth Management Limited, is an appointed representative of Burns-Anderson Limited, 27 Great George Street, Bristol BS1 5QT which is authorised and regulated by the Financial Services Authority.
*The FSA may not regulate these products or services.
This website is designed for UK residents only.
For further information or to arrange an appointment please contact Ian Gibson on 0114 229 6557.
E-mail at iag@hawsons.co.uk
to download our Independent Financial Advice literature in pdf format.