About Us...
Hazlewood Investment Services Ltd offers independent financial advice and holistic financial planning to individuals, families and businesses. We can look at the complete financial position in each situation to clearly understand what the financial goals and aspirations are before drawing up a financial plan and making recommendations.
We offer a comprehensive service for all of your investment, retirement and protection needs, including:
- Planning for retirement
- Options at retirement
- Family and business protection
- Income protection
- Regular savings
- Inheritance tax and estate planning
- Investment portfolio planning
Financial Planning
Financial planning is a professional service for individuals, their families and their businesses that need objective assistance in organising their financial affairs more readily to achieve their objectives. A Financial Planner strives to help his or her clients define, review and attain their financial objectives, with less risk and cost than if they attempted it themselves. He or she, aware of the way changes in one area will affect others, will address the overall needs of his or her client. This comprehensive approach enables the planner and client to create a workable Financial Plan, always with the client's needs uppermost.
The
Institute of
Financial Planning was established to promote the profession and practice of Financial Planning in the UK. Its Fellows and Associates are qualified by examination to use the designatory letters FIFP or AIFP. Many are licensed to use the internationally recognised designation of Certified Financial Planner Practitioner or CFP® Licence.
Independent Financial Advice
To support the financial planning we undertake for clients, we offer independent financial advice. We believe that this is important for a number of reasons, some of which are given below.
Most people will already have existing financial arrangements that need to be monitored or reviewed. Hazlewood Investment Services Ltd is ideally placed to carry out these tasks because it is a firm of independent financial advisers (IFAs). An IFA acts as the client’s agent and can advise on companies’ products and services from the whole of the marketplace.
Secondly, to implement a financial plan, it can be necessary to arrange new financial products. IFAs are well suited for this because they are not restricted to recommending the products of just one company. Hazlewood Investment Services Ltd has access to sophisticated research facilities to help scan the marketplace so that the best arrangement can be found as the solution to a given set of circumstances.