A structured financial planning process
Hamnett Wealth Management’s comprehensive and trusted financial advice allows you to take control, achieve financial independence and enjoy the life you have worked hard for. We can also help you to protect your wealth to be able to pass it on in the most tax efficient manner to future generations.
Our highly experienced, qualified and reliable team of Independent Financial Advisers only give advice once they have truly understood your current financial position, personal needs and ambitions. This insight is then used to create a comprehensive, impartial and evolving plan which we monitor and review to ensure you remain on track.
We follow a structured financial planning process which affords you the best opportunity to meet your objectives, without exposing you to unnecessary risk. Using our financial planning process (please see the diagram below), we will detail the strategy that we believe is most likely to help you achieve your goals.
We partner with a market leading investment provider whose daily review process helps select, monitor and replace fund managers within the core asset classes. We can also work alongside your existing professional contacts where required. You are kept informed with regular reviews and have online access for 24/7 updates.
Please give us a call on 0114 235 3500 or email us at email@example.com for a free consultation to find out how we can help you.
Here is a collection of calculators we've put together to assist you in taking a snapshot of your current financial situation.
If you are disappointed with some of the results, please give us a call on 0114 235 3500 or send us an email to firstname.lastname@example.org and we’ll be happy to help you place your finances back on track.