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:

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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Have you seen our latest webinar?

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

Watch now

 

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: A short guide to the residence nil rate band

Tuesday 27 July 2021

Since 2009, the nil rate band has been frozen at £325,000 per person, and following the Chancellor’s announcements earlier this year, there is no sign of this increasing until at least April 2026.

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Financial Planning update: Should I take my tax-free lump sum from my pension?

Wednesday 14 July 2021

One of the most attractive features people find when saving into a pension is the option of drawing a tax-free lump sum in retirement.
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Financial Planning update: The new tax year – Should I invest regularly or a lump sum?

Wednesday 7 July 2021

Earlyish in the new tax year is a good time to review your financial plans and think about saving a bit more for the future. If you are thinking about topping up your ISA or pension, you can either invest a lump sum now, or make regular contributions over the course of the tax year. Here we explore the two different options, so you can decide which best suits you.
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Hazlewoods Financial Planning ranked FTAdviser’s top 40 in the country

Friday 23 October 2020

Hazlewoods Financial Planning team, who are specialists in investments, pensions and financial advice, are currently celebrating being announced in the top 40 of the Financial Times FTAdviser’s 2020 Top 100 Financial Advisers list.
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Financial Planning update: Planning opportunities in a turbulent year for investors

Friday 2 October 2020

A turbulent year for stock markets and further uncertainty around the future have caused despair for many investors. There are, however, planning opportunities to take advantage of recent market slumps.

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Inheritance Tax Update - Summer 2020

Wednesday 29 July 2020

Inheritance tax (IHT), in its current form, has been in existence since 1986, but death taxes have been around in some form since 1694 when probate duty, a tax on personal property in wills proved in court, was introduced. Read our overview of inheritance tax here.
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Financial Planning update: IHT share loss relief

Thursday 2 July 2020

Acting as an executor can be a challenging, time consuming and emotional role. There is often a lot of paperwork to complete; a number of people/institutions to contact and many different factors to think about when arranging the distribution of an individual’s estate.
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Financial Planning update: The 2020 Budget, pensions and planning opportunities

Tuesday 9 June 2020

The world as we know it has changed significantly over the past few months with many people experiencing damaging changes to their personal, financial and family situations. Sound financial planning to help people deal with this aspect of their lives, which can easily take a back seat and be forgotten, has never been more important.

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Financial Planning update: What is a pension?

Thursday 22 August 2019

Many people still hold pensions that were started decades ago under old regimes, and the rules governing them can differ greatly from the rules of today. This has resulted in a myriad of nuances and a situation where almost nothing can be said about pensions succinctly and without caveat.
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Financial Planning update: A cashless society

Thursday 2 May 2019

There has been growing debate about whether the UK will one day become a cashless society and the potential pros and cons of such a change.
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Financial Planning update: Investing for children

Thursday 14 February 2019

Most parents wish, at some stage, to put some money aside for a child or grandchild’s future. This may seem simple on the face of it, but there are numerous things that should be carefully considered to ensure the best outcome for both parent and child.
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Does your heart rule your head?

Thursday 25 October 2018

Understanding the ways in which the heart can rule the head is the first step in lessening the likelihood of making a financial decision that you later come to regret. This article outlines a few common ways in which emotion can cloud judgement.

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 Associate Director
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