Experts in financial planning and wealth management, believing in long-term, personal relationships, combined with trusted independent advice. 

Financial planning with a comprehensive, tailored service to meet your needs and objectives. We will work with you on an individual basis, in order to design and deliver the right financial future for you.

Making a difference 

We set high standards, always leading with honesty, integrity, and transparency, and as a result, have been recognised by the FT Adviser as one of the Top 50 firms for financial planning in the UK, for a second year in a row.

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Working with you

Deciding how to manage and invest your money is a significant task and the challenge of choosing the right solution can be daunting. Our experts work with you on an individual basis to eliminate as much of that uncertainty as possible.

Bespoke, jargon-free advice and the ability to choose from all product providers and solutions, will help you to make the best decisions for your finances.

Our personal approach enables us to get to know you, whilst providing regular reviews of your investments, pensions and tax affairs, to ensure they are delivering the best possible outcome.

How can we help you?

Financial planning for young entrepreneurs through to experienced business owners can require a range of services. From selling and planning for retirement, through to getting your assets in order for succession, it is important to receive clarity and feel confident about your future.  

Our financial planning team can help you with:

Have you seen our latest webinars?

Join us for our webinar series, covering the key issues and answering important questions about IHT.

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Understanding you

Founded in 1988, our Financial Planning team have since built up years of trust and expertise, all sharing the same passion - to provide clients with peace of mind. We know what it means to have the right person by your side, believing that quality advice and support takes time. Our long-standing relationship and values as a team are reflected within the service we provide.

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Case study

Retirement advice to client having sold their business

Background: A client approached us, having sold their business upon retirement, looking for advice on how to achieve their future income needs. They had received a significant lump sum and were unsure how best to structure their income going forward for optimum tax and investment efficiency.

How we helped: We reviewed their current and longer term needs and objectives and put together a bespoke investment portfolio in line with their risk tolerance, making use of available allowances to ensure their income was paid in a tax efficient manner. Through using cash-flow modelling we were able to demonstrate the likelihood of them achieving their retirement plans under various scenarios. 

 

Case study

Addressing client protection needs

Background: Existing clients of Hazlewoods had decided to go self-employed and were concerned with ensuring they had suitable protection in place for their family.

How we helped: We highlighted that they would no longer be entitled to employer funded benefits, such as death in service and sick pay. We reviewed their family financial position, and identified several protection shortfalls, particularly regards their mortgage. We put in place suitable protection to help repay their mortgage should they pass away or suffer illness, providing peace of mind. 

Featured news

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Financial Planning update: Holistic Financial Planning - a short guide

Monday 27 June 2022

Historically, clients would turn to financial advisers when they required help on a specific issue, such as investing a lump sum, reviewing multiple pensions, or taking a retirement income. However, more recently, financial advice has taken on a much more holistic view. Financial plans can range in their complexity based on client objectives; nevertheless, it is becoming increasingly more difficult to consider a single area of work without looking at the bigger picture.

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Hazlewoods Magazine: Financial Planning - cashflow modelling

Thursday 19 May 2022

Succession planning is a key part of most individual’s lives and takes many different forms, depending on their circumstances.
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Financial Planning update: Market caps and your portfolio

Wednesday 27 April 2022

Most investors understand what equities and bonds are, as well as understanding the importance of globally diversifying your investments. However, it is also vital to understand that there is a multitude of other factors that need to be considered when building your investment portfolio.

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Financial Planning update: A short guide to wealth preservation in retirement

Wednesday 6 April 2022

A secure pension income for life is no longer a reality for most people. While some retirees are fortunate enough to have built up a substantial defined benefit pension, most will need to manage their retirement with care, drawing an income from a number of different sources.

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Financial Planning update: Can you shield your ISA from inheritance tax?

Wednesday 9 February 2022

Utilising your annual ISA allowance is one of the most tax-efficient and popular ways of investing. The result is that over the last 20 years many people have built up significant wealth within ISAs.
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Financial Planning update: Saving on IHT through discretionary trusts

Thursday 27 January 2022

For the last ten years, the inheritance tax (IHT) nil rate band has remained static. During this time, markets, investments and property values have continued to rise, meaning that IHT is becoming more of an issue and affecting progressively more people.

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Financial Planning update: COP26 and the future of green investing

Tuesday 18 January 2022

During November 2021, the eyes of the world were on Glasgow and the COP26 climate summit which was attended by leaders from across the globe representing countries that had signed the 1994 UN Framework Convention on climate change.

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Financial Planning update: Mentally preparing for retirement

Tuesday 30 November 2021

Retirement planning is more than simply paying into a pension. It can be a complete change of lifestyle and the biggest that you will face since starting your first job, moving into your own home or becoming a parent. This is not an adjustment that can be made overnight and needs to be thought out and planned well in advance.

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Financial Planning update: Does your business have these key protections?

Wednesday 24 November 2021

When running a business, there are multiple pressing issues competing for you attention at any given time, to ensure the smooth day to day running of the business.

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Financial Planning update: Buy-to-let vs stocks and shares

Tuesday 16 November 2021

Over the last couple of years, despite the COVID-19 crisis, the property market has been thriving, having been fueled by the stamp duty holiday, people reassessing their living arrangements and increased saving during the pandemic. Buy-to-let properties have historically been a popular part of people’s portfolio, but how do they compare to stocks and shares and are they still a viable option?

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Financial Planning update: What does a healthy portfolio of funds look like?

Thursday 14 October 2021

If you read the financial press or browse through investment forums and social media, you will see a lot of speculation about the latest stock tips and speculations about what you can, or should, be investing in.
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Financial Planning update: Why cash is not always king

Wednesday 6 October 2021

The pandemic has caused financial hardship for many, with many industries still facing uncertainty. However, for those fortunate enough to stay in work, or be covered under the furlough scheme, there has been an opportunity to save and build up their cash reserves. This is due to limited spending opportunities on thing such as foreign holidays or meals out. With many working from home, the lack of a work commute has also allowed people to save on their travel expenses and have reduced monthly costs.

Key contacts

Kyle Nethercott
Kyle Nethercott
Partner
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Stephen Dick
Stephen Dick
Partner
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Gary Cook
Gary Cook
Partner
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Andy Hogarth
Andy Hogarth
Financial Planning Director
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