HWM Financial Management offers a bespoke wealth management and financial planning service and can help you meet your financial needs, whether your priority is to:
- Build and preserve capital
- Minimise taxation
- Gain financial protection against risks
- Manage cash and borrowings
Our core business is the provision of face to face financial planning and wealth management advice to private clients. As a Senior Partner Practice of St. James’s Place Wealth Management we have access to a wide range of high quality wealth management products and services. Some examples of the specialist services we provide are:
- Strategic lifetime cash flow analysis and planning
- Independent fund managers to manage our funds
- Advanced tax and financial planning
- Pension management and advice
- Tax and estate planning
- Life assurance, critical illness and income protection cover
- Retirement planning / funding
- Care fees planning
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
