HB Wealth Management provides professional, independent financial advice across all areas delivered with clarity and integrity. We pride ourselves on the quality of our advice, our level of service, and the integrity which guides all our dealings with our clients.
Our advice helps ensure your financial goals are achieved. It covers all areas, including:
- life insurance
- retirement planning
- complex trusts.
Implementing your plans
We find that many clients have not been provided with the proactive advice and on-going reviews needed to implement their financial plans successfully. We tailor our service level to your specific needs, whether it is a one-off ISA investment or for a full financial life plan with ongoing portfolio management.
We would be happy to meet with you to discuss your situation and how we can help. This initial meeting is free of charge and without any obligation. We will listen carefully to you, to make sure we understand your ambitions and concerns.
HB Wealth Management is an appointed representative of Grosvenor Wealth Management. Grosvenor Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Grosvenor Wealth Management Ltd is entered on the FCA register under reference 472247. The FCA does not regulate National Savings products, tax planning, personal & commercial loans, will writing and some forms of mortgage or offshore funds.