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Private Clients

Hawley & Wood are committed to providing their clients with the highest possible standards of service at all times.

They have an extensive client bank and offer their investment and pension clients a regular review service which includes checking that their chosen risk profile is still appropriate and matches the portfolios they are invested in.

Working in close association with local Solicitors and Accountants who trust them to deliver a high quality of advice and service to their clients.

Hawley & Wood aim to deliver a long-term solution to a wide range of personal financial areas and financial planning needs.

Areas of Specialism

We offer for you an all-round financial planning and advisory service, but we are able to offer you specialist advice in the following areas:

  • Wealth Management
  • Pensions & Retirement Planning
  • Investment Advice
  • Life Protection
  • Mortgages
  • Tax Planning
  • Inheritance Tax Planning and Trusts

To talk to us about any aspect of your finances, make an appointment with Hawley & Wood Ltd today.

Trusts and Tax Planning are not regulated by the Financial Conduct Authority