Independent financial advice and investment management services to both private and corporate clients is our focus at Hazlewoods Financial Planning.

We offer you unrestricted access to all product providers, and solutions for every requirement.  We will work with you on an individual basis and provide tailored advice that will give you peace of mind when it comes to your money.

Working with you

The financial market is continually changing and we offer a personalised service that is tailored both to your circumstances and to making the most of these changes.

We aim to build long-term relationships with our clients, and we will regularly review your pension, investment and tax planning arrangements. You can be sure that our comprehensive, personal service will exceed your expectations.

How can we help you?

The services our financial planning team can offer you include:

 

Featured news

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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 Manager
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