WEALTH PRESERVATION
Our Relationship With You
We offer a valuable service to many clients who do not have either the time or expertise to manage their own affairs with us regularly updating their needs and aspirations.
Dedication
You will be allocated a dedicated investment adviser who has many years experience within the industry and you can work as closely with them as you wish to, to achieve your goals.
At present Hurst Financial Consultancy manages in excess of £100 million worth of investments.
Your dedicated investment adviser will discuss all aspects of financial planning with you and ensure that you and your family are fully protected before we look at investments on your behalf.
Clear and Simple
We will discuss all areas with you in plain simple language and we will dedicate time to you, to ensure you understand the complexities of the financial world.
Your investment adviser is available to discuss the following areas with you:
- Protection areas
- Pension planning
- Investment management
- Mortgages
- Inheritance tax planning which includes Will writing facilities
- Taxation issues (using our in house tax service)
- Trust administration
- SIPP´s and SSAS´s under our own branded facility
Paperwork
Following each meeting we will send you a report to confirm the discussions we have had. This will include any recommendations and areas for further discussion. Again this will be in simple form so you can understand everything in the complex world of finance.
Internet
It is possible for us to arrange for your investment to be viewed on-line. Please ask and we can arrange this on your behalf. In the meantime why not have a look at an example client record.