Hazlewoods | UK Accountants
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For Individuals

Financial Planning

From retirement planning to inheritance tax and pensions advice, we build long-lasting relationships that help you make the right choices to meet your personal financial aspirations and needs.

Our experts in financial planning will help you plan for life’s milestones – so you can focus on what really matters and create lasting memories.

Meet the team

Working together

Your financial journey is unique to you, and our goal is to secure your future and help you achieve your aspirations. From retirement planning and investment management advice to, inheritance tax and pensions advice, we’re here to help. By partnering with Hazlewoods, you can:

  • Live the retirement you want
    We’ll help you plan effectively to ensure you have the resources you need to maintain your lifestyle – and enjoy a fulfilling and worry-free retirement.
  • Safeguard your legacy
    We can help protect your assets so they can be passed on to your loved ones – minimising inheritance tax and maximising your legacy.
  • Optimise your pension benefits
    We offer expert advice to help you make the most of your pension, to give you a stable and comfortable income for retirement.
  • Achieve financial security
    By building a trusted relationship with you, we can understand your unique needs and aspirations – and provide independent investment advice and management services that give you confidence in the future.

Live the retirement you want

Whatever you want your retirement to look like, it’s vital to plan in advance to make the necessary provision to fund the lifestyle you want. Everyone’s retirement journey is unique, but whether you’re looking for an early retirement, new adventures or just a comfortable life, we can help with:

  • Saving for retirement
  • Regular reviews to measure your progress
  • Drawing pension benefits
  • Planning your legacy

How we can help

We can help ensure you continue your current living standards into retirement, meaning you are able to comfortably retire before you are 60.

Safeguard your legacy

Have you ever wondered how your family would cope financially without you? From term assurance to critical illness cover, and from family and business protection plans to permanent health insurance, we can help ensure that you get the protection you need at every stage of your business and personal life.

How we can help

We can work together to put provisions in place to ensure that if something happens to you, your family’s finances are protected.

Optimise your pension benefits

Retirement can be full of opportunity and promise, but the difference between a good retirement and a great retirement can come down to making the right choices to ensure your money lasts as long as you do.

There’s a lot to consider, especially when deciding how to access your retirement benefits. But it’s also important to remember that your financial circumstances will change throughout your retirement, and that means reviewing your strategy regularly to make sure you’re still on track.

How we can help

We can review, consolidate and optimise your pension to ensure its on track to help you achieve your goals.

Achieve financial security

Through our independent financial advice, investment advice and management services, we help our private and corporate clients to create, build and protect their wealth for future generations. Using the most advanced analytical and planning tools alongside regular financial reviews, we ensure that every investment decision delivers the best outcome.

How we can help

With some careful financial planning, we can ensure that as much as possible is left to your loved ones when selling your business.

How we’ve helped our clients

Everyone’s journey to financial security is different. Find out how we’ve helped people like you.

Your added value services

We know that your personal financial circumstances are unique, that’s why we work hard to understand your immediate needs and help you to see the future clearly through utilising our added value services including:

Law Society's Leader & Manmagement | Client Portal | Hazlewoods UK

Have you watched our
Financial Planning webinar?

Find out more about inheritance tax and your options in our clear and concise series.

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