Independent financial advice
Introduction
Hawsons Wealth Management Limited offers clients and others a comprehensive and specialist financial planning service and is an appointed representative 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.
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
Pensions
Protecting your lifestyle in retirement:
- Individual and Group Personal Pensions
- Self Investing Personal Pensions
- Al types of occupational pension schemes including Small Self Administered Pension Schemes
- Options on taking pension benefits
- Stakeholder pension requirements
Investment strategy
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
Business protection
Protecting your business and profitability in the event of sickness and/or death:
- Keyperson cover
- Shareholder/Partnership Protection
- Loan/Director's Loan Protection
Our delivery
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 showing your current financial position together with our recommendations.
Why use Hawsons Wealth Management Limited
- 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 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 Ltd is an appointed representative of Burns Anderson Ltd, 27 Great George St, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.
Burns Anderson Ltd is entered on the FSA register (www.fsa.gov.uk/register/home.do) under reference 126191.
The information and content of this page is intended for UK consumers only, and is subject to the UK regulatory regime.
Hawsons Wealth Management Ltd Registered Office Pegasus House, 463A Glossop Road, Sheffield, South Yorkshire S10 2QD. Registered in England no. 03508607
Contact us
Sheffield
Nigel Smith
T: 0114 229 6557
Doncaster
T: 01302 367262
Northampton
T: 01604 645600
hwm@hawsons.co.uk
Downloads
Sheffield
Nigel Smith
T: 0114 229 6557
Doncaster
T: 01302 367262
Northampton
T: 01604 645600
hwm@hawsons.co.uk
Downloads


