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Family Office - Financial Planning

Wealth management

Hazlewoods Family Office offer a complete solution to your family's wealth management through utilising the knowledge and expertise of our colleagues across our entire business. We bring together the specialist skills and technical understanding from our sector specialists to provide your family with an incredibly broad perspective to your wealth management needs.

Through our colleagues working alongside your existing advisers, we can act as your key contact for your family's financial needs. By combining our unique investment management and tax planning services, we can co-ordinate your family's financial affairs in the most efficient way.

Independent Financial Advice

We provide impartial financial advice to both private and corporate clients.

We offer you unrestricted access to all product providers, and solutions for every requirement.

Our focus is on building strong, long lasting relationships with our clients. Through gaining a detailed understanding of your family's needs and objectives, this allows us to provide tailored advice, unique to your circumstances and goals.

Wealth management

 We are committed to providing an initial and ongoing service that is inclusive and allows you and your family to be part of the financial planning process.

We utilise modern portfolio theory, sophisticated fund research tools and individual expertise to create a bespoke portfolio designed for your family’s circumstances and attitude to risk.

This research and fund selection process produces a simple portfolio with a level of volatility and risk that you are comfortable with.

Our team are committed to long term, rewarding relationships. As part of our investment management service we would monitor your investment portfolio to ensure that it remains suitable and meet on a regular basis to review your portfolio’s performance and make any alterations which may come about as a result of a change in your circumstances.

Tax Planning

A key focus of our financial strategy is the monitoring and managing of your family's tax affairs.

We understand that tax is a hassle and causes an administrative burden, so we make sure your family pays the correct amount of tax and take the inconvenience out of preparing everything.

Our tax specialists can not only advise and assist with tax returns and compliance matters, but also provide long term tax planning advice and solutions including:

  • Setting financial goals and objectives whilst formulating plans to achieve them
  • Structuring your family finances for maximum tax efficiency
  • Creating, administering and winding up of trusts
  • Inheritance Tax and Estate planning advice
  • The impact and interaction of international tax regimes for individuals, trusts and businesses
  • Structuring your business efficiently

In addition to this, our Partners can act as professional trustees and executors.

Professional Connections

We work closely with a number of local and national professional advisers, including legal and stockbroking fields, as well as charities and industry bodies.

Key contacts

Gary Cook - Associate Partner Gary Cook
Associate Partner
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