Hamptons Financial Management Ltd is an independent financial planning firm located in Solihull, West Midlands, UK that has provided financial advice since 1984. It is part of the Hammond Group of Companies and is an Appointed Representative of Tavistock Financial Ltd, which is authorized and regulated by the Financial Conduct Authority. Hamptons Financial Management offers independent financial advice to individuals, businesses, trustees, and charities regarding investments, retirement planning, and wealth management.
Dale Bostock is a relationship director at Lloyds Bank who manages a portfolio of 80 commercial customers with annual turnovers between £5-15 million. He provides bespoke support to help customers achieve their goals. Lloyds Bank aims to ensure excellent customer satisfaction and measures this through an independent agency. Locally, Lloyds Bank has business centers in several Warwickshire towns, supports over 2,000 local businesses, and has lent over £110 million to local businesses while holding over £100 million in deposits from them.
Layitha Trading Pty Ltd is an electrical and construction services company owned and managed by Mr. ML Mhaule. The company aims to create job opportunities, especially for youth and women, through its services including electrical wiring, installations, and construction work. Layitha Trading's core values include developing local skills and maintaining good client relationships. The company hopes to support South Africa by addressing unemployment through providing employment.
Orient Financial Brokers has been providing Forex trading services since 1994 and is recognized as a leader in the field. It has both corporate and individual clients of all account sizes that it values equally. The staff is always ready to help clients and answer their questions as quickly as possible. Orient Financial Brokers offers 24/5 customer support and trading in currencies, bullion, crude, and major global stocks and indices on a single platform. To be successful at margin trading, clients should choose a reputable broker like Orient Financial Brokers.
A consulting firm led by Blandy and Blandy LLP was engaged to help Complex Care Management Ltd (CCM) test assumptions, develop a business plan and governance model, and assess the viability of creating an independent social enterprise to deliver complex care for North Tyneside Council. Asset Based Finance and Leasing Ltd (ABFL) created a robust business plan to support the analysis. The plan helped justify spinning off CCM to improve outcomes and costs savings. CCM presented the transition plan, business case and growth strategy to the Council, which agreed in principle to the April 2014 start date.
This role manages large and complex trust accounts for First Nations, Aboriginal governments, and other indigenous clients. The Executive Trust Officer is responsible for building long-term relationships with clients and ensuring their assets are protected. Duties include delivering excellent client service, managing a portfolio of Aboriginal trust accounts, identifying business opportunities, and ensuring compliance with regulations. The role requires travel within British Columbia, Yukon, and Northwest Territories and involvement in the local community.
The document summarizes a session on finance in Cornwall in 2019. It included presentations from various lenders on available funding options for businesses. Lloyds Bank discussed lending over $25 million to 92 Cornish businesses that year. Another presentation discussed using a commercial broker to access funding beyond a business's main bank. A third presentation was from a peer-to-peer lender on providing common-sense lending for rural and entrepreneurial businesses. The session aimed to bust myths around bank lending and provide businesses with information on alternative funding sources.
Tax specialist can be the key in saving taxes and devising better strategies to minimize complications of law. There are several taxes and associated laws which can be resolved and assured by a tax specialist.
Dale Bostock is a relationship director at Lloyds Bank who manages a portfolio of 80 commercial customers with annual turnovers between £5-15 million. He provides bespoke support to help customers achieve their goals. Lloyds Bank aims to ensure excellent customer satisfaction and measures this through an independent agency. Locally, Lloyds Bank has business centers in several Warwickshire towns, supports over 2,000 local businesses, and has lent over £110 million to local businesses while holding over £100 million in deposits from them.
Layitha Trading Pty Ltd is an electrical and construction services company owned and managed by Mr. ML Mhaule. The company aims to create job opportunities, especially for youth and women, through its services including electrical wiring, installations, and construction work. Layitha Trading's core values include developing local skills and maintaining good client relationships. The company hopes to support South Africa by addressing unemployment through providing employment.
Orient Financial Brokers has been providing Forex trading services since 1994 and is recognized as a leader in the field. It has both corporate and individual clients of all account sizes that it values equally. The staff is always ready to help clients and answer their questions as quickly as possible. Orient Financial Brokers offers 24/5 customer support and trading in currencies, bullion, crude, and major global stocks and indices on a single platform. To be successful at margin trading, clients should choose a reputable broker like Orient Financial Brokers.
A consulting firm led by Blandy and Blandy LLP was engaged to help Complex Care Management Ltd (CCM) test assumptions, develop a business plan and governance model, and assess the viability of creating an independent social enterprise to deliver complex care for North Tyneside Council. Asset Based Finance and Leasing Ltd (ABFL) created a robust business plan to support the analysis. The plan helped justify spinning off CCM to improve outcomes and costs savings. CCM presented the transition plan, business case and growth strategy to the Council, which agreed in principle to the April 2014 start date.
This role manages large and complex trust accounts for First Nations, Aboriginal governments, and other indigenous clients. The Executive Trust Officer is responsible for building long-term relationships with clients and ensuring their assets are protected. Duties include delivering excellent client service, managing a portfolio of Aboriginal trust accounts, identifying business opportunities, and ensuring compliance with regulations. The role requires travel within British Columbia, Yukon, and Northwest Territories and involvement in the local community.
The document summarizes a session on finance in Cornwall in 2019. It included presentations from various lenders on available funding options for businesses. Lloyds Bank discussed lending over $25 million to 92 Cornish businesses that year. Another presentation discussed using a commercial broker to access funding beyond a business's main bank. A third presentation was from a peer-to-peer lender on providing common-sense lending for rural and entrepreneurial businesses. The session aimed to bust myths around bank lending and provide businesses with information on alternative funding sources.
Tax specialist can be the key in saving taxes and devising better strategies to minimize complications of law. There are several taxes and associated laws which can be resolved and assured by a tax specialist.
The document discusses various topics related to retirement planning and pensions. It provides advice on assessing whether you will be able to afford your desired retirement lifestyle, consolidating separate pension pots into one for simplicity, and having more choice over how you can access your pension savings following rule changes. The articles aim to help readers make informed decisions about funding their retirement and taking advantage of new freedoms over pension income options.
This document describes a study that analyzed the frequency of cells with a PIG-A mutant phenotype (PNH phenotype) in samples from 19 patients with acute lymphoblastic leukemia (ALL) and immortalized B cell lines (BLCLs) from healthy donors. The BLCLs showed a median frequency of 11 x 10-6, while the ALL samples showed two distinct populations - about half of samples had a median frequency of 13 x 10-6, similar to controls, while the other half had a significantly higher median frequency of 566 x 10-6. This suggests that in ALL, there are two phenotypes with respect to hypermutability, which may correlate with the number of mutations required to cause the leukemia.
This document discusses the levels of organization in multicellular organisms from cells to organisms. Cells are specialized to perform specific functions and tissues are groups of cells that work together. Organs are made of tissues to perform closely related functions. Organ systems are groups of organs that work together to perform a specific function. There are 11 major organ systems that make up an organism and carry out all life functions. Cells are the basic building blocks and smallest level of organization.
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The Chancellor announced key measures in the Autumn Statement including increasing infrastructure spending through a new £23 billion National Productivity Investment Fund. This will be spent on transport, housing, research and development, and digital infrastructure. The personal income tax allowance will also increase to £12,500 by 2020 and the higher rate threshold will rise to £50,000. Public finances are forecast to return to balance as soon as practicable, rather than targeting a surplus by 2019.
iQ Financial provides a broad range of financial products and services from their offices in Sligo, Ireland. They are regulated in insurance, investments, mortgages and more. The company was founded in 2005 by Enda and Coman Brady to provide independent financial advice. Both Enda and Coman have extensive experience in financial services. iQ Financial's services include advice on pensions, investments, insurance, lending and more. They aim to build long-term trusting relationships with clients through honesty, confidentiality and tailored recommendations.
Hymans Robertson is a leading UK pensions, benefits and risk consultancy established in 1921. It operates independently and provides impartial advice to clients in areas such as actuarial consulting, benefits consulting, investment consulting, and pensions administration. The document describes the company's innovative products and services, collaborative culture, commitment to learning and development, and growing client base. It highlights opportunities for intellectual challenge, career growth, and competitive rewards.
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The document provides an overview of Merchant Cavendish Young, a financial planning firm. It summarizes the firm's vision, team, services, fees, and benefits to clients. The firm aims to be a trusted advisor helping clients achieve goals through excellent financial planning. Services include audit, recommendations, implementation, and ongoing reviews. Fees are transparent and agreed upon upfront on a percentage of assets basis. The firm utilizes technology and partnerships to provide tailored advice and help clients meet objectives.
Spitfire Marketing provides strategic marketing services with decades of experience. They work with both large agencies and small local consultancies, and have experience working in-house for clients. Spitfire offers fully integrated campaigns and one-off projects, creating high-quality engaging work at a reasonable cost. They aim to provide unique yet reliable solutions for both big brands and small start-ups.
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Thomas Miller Investment is an independent wealth management firm that provides financial planning and investment management services. They offer full financial reviews, retirement planning, tax planning, and discretionary portfolio management. Their advisors follow a rigorous five-step process of analyzing clients' needs, providing tailored advice and solutions, and reviewing plans periodically to ensure goals are met.
Rathbones provides individualized investment management services and manages money for a variety of clients, including individuals, families, charities, and advisers. They take a personalized approach to understand each client's unique priorities and circumstances. Rathbones has been in business since 1742 and aims to achieve consistent long-term returns through active management of individual client portfolios.
This document summarizes HSBC's Global Receivables Finance and Invoice Finance services. It discusses HSBC's global presence and relationship-based approach. Key services highlighted include funding up to 90% of invoice values, credit protection for UK and export sales, credit management support, and online banking tools. The document also provides details about HSBC's Global Connections competition, which gives SMEs and mid-market businesses opportunities to network internationally and access up to £6M in lending.
Gemstone Wealth BlueStar provides financial advisory and short-term insurance services tailored to each client's personal needs. They aim to create a consistent and professional client experience through trust and managing clients' financial affairs. The company is committed to developing long-term client relationships and ensuring clients' financial well-being through transparent and ethical practices. They offer a wide range of financial products and services including assurance, retirement and investment planning, and short-term insurance through partnerships with specialists.
Circle Square is a boutique recruitment agency established in 2004 specializing in corporate finance recruitment. They employ experienced consultants with extensive networks in corporate finance. Circle Square focuses exclusively on high-level corporate finance roles including M&A, broking, and advisory. They aim to provide excellent client service and source exceptional talent through targeted marketing and long-term consultant relationships. Circle Square also supports various charities and promotes environmental sustainability and employee well-being.
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Circle Square is a boutique recruitment agency established in 2004 specializing in corporate finance recruitment. They employ experienced consultants with extensive networks in corporate finance. Circle Square focuses exclusively on high-level corporate finance roles, offering both permanent and temporary placements. Their mission is to always be recommended through a personalized approach that prioritizes client and candidate needs.
Veracity Capital Partners provides investor relations services to investment companies and public companies. They offer an integrated investor relations program that includes advising on capital markets strategies, developing corporate messaging and positioning, and implementing marketing strategies. Their team has extensive experience in the capital markets and relationships with institutional investors. They aim to help clients attract interest from investors, communicate effectively, and achieve their business goals through a tailored investor relations program.
CBC International provides commercial debt collection, credit management consultancy, and related services worldwide. It has a team of specialists offering services ranging from no-fee debt recovery to credit control training. CBC International aims to help businesses develop complete credit management strategies to achieve their objectives and reduce risks.
Circle Square is a recruitment agency established in 2004 that specializes in principal investment. It has a mission to always be recommended and core values of knowledge, innovation, versatility, and fearlessness. The agency prides itself on its experienced consultants and their extensive networks in private equity and related fields. It aims to provide excellent customer service and source exceptional talent for its clients. Circle Square also has a corporate social responsibility policy focused on community, workplace, marketplace, and environmental initiatives.
The document discusses various topics related to retirement planning and pensions. It provides advice on assessing whether you will be able to afford your desired retirement lifestyle, consolidating separate pension pots into one for simplicity, and having more choice over how you can access your pension savings following rule changes. The articles aim to help readers make informed decisions about funding their retirement and taking advantage of new freedoms over pension income options.
This document describes a study that analyzed the frequency of cells with a PIG-A mutant phenotype (PNH phenotype) in samples from 19 patients with acute lymphoblastic leukemia (ALL) and immortalized B cell lines (BLCLs) from healthy donors. The BLCLs showed a median frequency of 11 x 10-6, while the ALL samples showed two distinct populations - about half of samples had a median frequency of 13 x 10-6, similar to controls, while the other half had a significantly higher median frequency of 566 x 10-6. This suggests that in ALL, there are two phenotypes with respect to hypermutability, which may correlate with the number of mutations required to cause the leukemia.
This document discusses the levels of organization in multicellular organisms from cells to organisms. Cells are specialized to perform specific functions and tissues are groups of cells that work together. Organs are made of tissues to perform closely related functions. Organ systems are groups of organs that work together to perform a specific function. There are 11 major organ systems that make up an organism and carry out all life functions. Cells are the basic building blocks and smallest level of organization.
Lean UX von Yavuz Yilmaz | webulos.comYavuz Yilmaz
Neue Herausforderungen im UX Design und Ansätze zur Lösung, am Beispiel Lean UX.
http://webulos.com | digital appearance ist eine digitale Agentur mit starken Fokus auf App Entwicklungen.
Search Engine Optimization (SEO) is the activity of optimizing web pages or whole sites in order to make them search engine friendly, thus getting higher positions in search results.
This document discusses scaling networks for small to medium businesses. It covers implementing a hierarchical network design with routers and switches to separate failure domains. The document examines selecting appropriate network devices, including switches with various port densities and forwarding rates, as well as fixed and modular routers. It also outlines basic configuration and management of Cisco IOS devices.
The Chancellor announced key measures in the Autumn Statement including increasing infrastructure spending through a new £23 billion National Productivity Investment Fund. This will be spent on transport, housing, research and development, and digital infrastructure. The personal income tax allowance will also increase to £12,500 by 2020 and the higher rate threshold will rise to £50,000. Public finances are forecast to return to balance as soon as practicable, rather than targeting a surplus by 2019.
iQ Financial provides a broad range of financial products and services from their offices in Sligo, Ireland. They are regulated in insurance, investments, mortgages and more. The company was founded in 2005 by Enda and Coman Brady to provide independent financial advice. Both Enda and Coman have extensive experience in financial services. iQ Financial's services include advice on pensions, investments, insurance, lending and more. They aim to build long-term trusting relationships with clients through honesty, confidentiality and tailored recommendations.
Hymans Robertson is a leading UK pensions, benefits and risk consultancy established in 1921. It operates independently and provides impartial advice to clients in areas such as actuarial consulting, benefits consulting, investment consulting, and pensions administration. The document describes the company's innovative products and services, collaborative culture, commitment to learning and development, and growing client base. It highlights opportunities for intellectual challenge, career growth, and competitive rewards.
This document provides information about Circle Square, a real estate recruitment agency. It was established in 2004 and takes care to treat clients and employees well. The agency employs experienced consultants with expertise in various real estate specialties. Services include permanent, temporary, and contract recruitment for positions in real estate accounting, finance, investment, and corporate finance. The agency aims to source exceptional talent and provide excellent customer service.
The document provides an overview of Merchant Cavendish Young, a financial planning firm. It summarizes the firm's vision, team, services, fees, and benefits to clients. The firm aims to be a trusted advisor helping clients achieve goals through excellent financial planning. Services include audit, recommendations, implementation, and ongoing reviews. Fees are transparent and agreed upon upfront on a percentage of assets basis. The firm utilizes technology and partnerships to provide tailored advice and help clients meet objectives.
Spitfire Marketing provides strategic marketing services with decades of experience. They work with both large agencies and small local consultancies, and have experience working in-house for clients. Spitfire offers fully integrated campaigns and one-off projects, creating high-quality engaging work at a reasonable cost. They aim to provide unique yet reliable solutions for both big brands and small start-ups.
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Thomas Miller Investment is an independent wealth management firm that provides financial planning and investment management services. They offer full financial reviews, retirement planning, tax planning, and discretionary portfolio management. Their advisors follow a rigorous five-step process of analyzing clients' needs, providing tailored advice and solutions, and reviewing plans periodically to ensure goals are met.
Rathbones provides individualized investment management services and manages money for a variety of clients, including individuals, families, charities, and advisers. They take a personalized approach to understand each client's unique priorities and circumstances. Rathbones has been in business since 1742 and aims to achieve consistent long-term returns through active management of individual client portfolios.
This document summarizes HSBC's Global Receivables Finance and Invoice Finance services. It discusses HSBC's global presence and relationship-based approach. Key services highlighted include funding up to 90% of invoice values, credit protection for UK and export sales, credit management support, and online banking tools. The document also provides details about HSBC's Global Connections competition, which gives SMEs and mid-market businesses opportunities to network internationally and access up to £6M in lending.
Gemstone Wealth BlueStar provides financial advisory and short-term insurance services tailored to each client's personal needs. They aim to create a consistent and professional client experience through trust and managing clients' financial affairs. The company is committed to developing long-term client relationships and ensuring clients' financial well-being through transparent and ethical practices. They offer a wide range of financial products and services including assurance, retirement and investment planning, and short-term insurance through partnerships with specialists.
Circle Square is a boutique recruitment agency established in 2004 specializing in corporate finance recruitment. They employ experienced consultants with extensive networks in corporate finance. Circle Square focuses exclusively on high-level corporate finance roles including M&A, broking, and advisory. They aim to provide excellent client service and source exceptional talent through targeted marketing and long-term consultant relationships. Circle Square also supports various charities and promotes environmental sustainability and employee well-being.
Circle Square is a recruitment agency established in 2004 that specializes in corporate finance recruitment. They employ experienced consultants with extensive networks in corporate finance. The agency prides itself on providing a relaxed work environment and high-quality service to clients, focusing on building long-term relationships and finding the best candidates. Circle Square also emphasizes corporate social responsibility and supporting charitable causes in the community.
Circle Square is a boutique recruitment agency established in 2004 specializing in corporate finance recruitment. They employ experienced consultants with extensive networks in corporate finance. Circle Square focuses exclusively on high-level corporate finance roles, offering both permanent and temporary placements. Their mission is to always be recommended through a personalized approach that prioritizes client and candidate needs.
Veracity Capital Partners provides investor relations services to investment companies and public companies. They offer an integrated investor relations program that includes advising on capital markets strategies, developing corporate messaging and positioning, and implementing marketing strategies. Their team has extensive experience in the capital markets and relationships with institutional investors. They aim to help clients attract interest from investors, communicate effectively, and achieve their business goals through a tailored investor relations program.
CBC International provides commercial debt collection, credit management consultancy, and related services worldwide. It has a team of specialists offering services ranging from no-fee debt recovery to credit control training. CBC International aims to help businesses develop complete credit management strategies to achieve their objectives and reduce risks.
Circle Square is a recruitment agency established in 2004 that specializes in principal investment. It has a mission to always be recommended and core values of knowledge, innovation, versatility, and fearlessness. The agency prides itself on its experienced consultants and their extensive networks in private equity and related fields. It aims to provide excellent customer service and source exceptional talent for its clients. Circle Square also has a corporate social responsibility policy focused on community, workplace, marketplace, and environmental initiatives.
Circle Square is a recruitment agency established in 2004 that specializes in principal investment. It has a mission to always be recommended and core values of knowledge, innovation, versatility, and fearlessness. The agency prides itself on its experienced consultants and their extensive networks in private equity and related fields. It aims to provide excellent customer service and source exceptional talent for its clients. Circle Square also has a corporate social responsibility policy focused on community, workplace, marketplace, and environmental initiatives.
This document provides information about an independently-owned wealth management firm that offers tailored investment solutions and specialist advice to global clients. It manages $4.1 billion in assets. The firm has a team that specializes in international wealth and immigration services to help clients with portfolio management, visa programs, and related legal and tax needs. The document describes the firm's clients, investment approach, and solutions including portfolio reviews, monitoring services, and contact information for key team members.
This document provides information about an independently-owned wealth management firm that offers specialized investment solutions and services to global high net worth clients. It summarizes the firm's team and services, which include portfolio management, family office services, immigration assistance through investor visa programs, and access to strategic partners. The firm caters primarily to entrepreneurial clients from emerging markets like Russia, China, and the Middle East seeking to preserve and grow their wealth through bespoke solutions.
This document provides an overview of the services offered by Smith Cooper, an accounting and business advisory firm. It outlines their range of services including accounting and compliance, audit and assurance, business advisory, insolvency services, corporate finance, employment services, funding solutions, HR, payroll, restructuring and rescue, tax, and tax investigation services. It also provides brief descriptions of each service area and contact information for their experts. The document is aimed at promoting Smith Cooper's services to potential clients.
Edenhurst provides bespoke wealth management services for high-net-worth individuals from around the world, offering investments, real estate, tax, and legal advice through their experienced team. They take a holistic approach to understand each client's unique needs and priorities in order to create tailored wealth management strategies. Edenhurst prides itself on providing exceptional client service and building long-term trusting relationships over decades by going above and beyond for their clients.
1. Hamptons Financial Management Ltd, Beech House, Pinewood Business Park, Coleshill Road,
Marston Green, Solihull, West Midlands. B37 7HG. United Kingdom. Registered in England No. 1575108.
Tel: +44(0) 121 788 4588 or +44(0) 121 788 3444 Fax: +44(0) 121 788 3555 Email: enquiries@hfm-uk.com
Hamptons Financial Management Ltd is part of The Hammond Group of Companies, Hamptons Financial Management Ltd is an Appointed Representative of Tavistock Financial Ltd
which is Authorised & Regulated by the Financial Conduct Authority. FCA No 563682
www.hfm-uk.com!
About us
2.
3. 3
Contents - sections
1. Welcome
2. Depth
3. We believe
4. How we work
5. Communications
6. How we are paid
7. Attention to detail
8. Proud
9. Convenience
10. Cup of coffee
5. 5
1. Welcome
We are a long established and respected firm of
Independent Financial Planners, offering high
quality and personal financial advice to individuals,
businesses, trustees and charities. We specialise in
investments, retirement planning and wealth
management.
Hamptons Financial Management is part of The
Hammond Group of companies and has provided
financial advice since 1984.
Hamptons Financial Management is an Appointed
Representative of Tavistock Financial Ltd, which is
authorised and regulated by the Financial Conduct
Authority.
7. Providing financial independence for over 30 years brings
considerable experience in financial planning and investing,
which in turn provides confidence to clients.
In addition Hamptons Financial Management Ltd is an
Appointed Representative of Tavistock Financial Ltd which is
authorised & regulated by the Financial Conduct Authority.
Tavistock Financial Limited is part of Tavistock Investments PLC
which has over £4Billion of assets under influence and over
250 Financial Advisers*.
2. Depth
7
* As at May 2016.
9. Hamptons Financial Management offers independent advice to all its
clients, ensuring we provide the most suitable advice and solutions from
the whole marketplace.
Independent Advice: Definition
An adviser who wants to use the term 'independent' must:
• Be able to consider and recommend products from the 'whole of the market', not
just from a few select product providers
• Provide unbiased and unrestricted advice, after fully researching and analysing
the relevant market, and offering evidence to back up their recommendations
• Inform clients at the outset that they are able to provide independent advice
Restricted Advice: Definition
• Where an adviser offers advice on products from a selected number of providers,
or only considers certain types of investment products or services, then they don't
look at the 'whole of market' and are therefore described as 'restricted' instead of
independent. Advisers should point this out to a potential client at the first meeting
and explain the reasons why the advice we offer is restricted.
3. We believe in independence
9
11. 11
1) Establish and defining the client and personal financial
relationship
2) Gathering client data and determining goals and
expectations
3) Analysing and evaluating the client’s financial status
4) Developing and presenting the financial plan
5) Implementing the financial recommendations
6) Monitoring the financial plan and the recommendations
1
2
3
4
5
6
4. How we work
13. We are proactive not reactive.
As part of our service we provide clients with regular
newsletters and updates.
Online access is available for valuations with many providers
allowing access to information 24/7.
In addition Colin Hart is a respected financial planner in the
financial services sector and was recently asked by the
Financial Times to speak on retirement planning (2016),
together with Angela Rayner MP, Shadow Pensions Minister
and Jeff Prestridge Chief Editor from the Finance Section of the
Daily Mail.
5. Communicators
13
15. 15
We work on the basis of clear transparent fees. As we offer a
bespoke service, we will confirm the exact service we will
provide and the cost of our advice, for your particular needs,
in advance and before any chargeable work commences.
As regulated Independent Financial Planners, we have offered
and charged fees for over 20 years and embraced fee
based advice long before regulatory compulsion from the
end of 2012 (31st December).
6. How we are paid
17. With attention to detail, we provide clients with vision and
clarity of finances and financial planning for the future, for
clients lifestyles and their families and generations.
Typically our clients are affluent professionals and company
executives who have little time to manage their affairs
effectively and who are looking to enhance and protect this
wealth and maintain their lifestyle.
7. Attention to detail
17
19. 19
We are proud of the work we do and the difference we make.
We are highly rated and from feedback from an independent
source on our client reviews have appeared in The Times,
Telegraph and National Press on a regular basis.
We have an important role and great empathy with our clients
wishes and desires.
In May 2016 Colin Hart won Financial Times (Adviser), SIPP
Pension Adviser of The Year, photo above being presented
by the former Pensions Minister Steve Webb.
In April 2016, Colin was also listed in The Sunday Times as one
of the top 250 IFA’s in the UK based upon Vouchedfor.
8. Award winning & proud
Independent source : Vouchedfor.com, 2013, 2014, 2015 and 2016
21. 21
9. Convenient & in a stress-free
location in Solihull
With ample free parking right adjacent to our offices, it provides
the ideal location to meet with your adviser.
Beech House is highly accessible and just five minutes from
Birmingham International Airport, the NEC and Birmingham
International Train Station and within minutes of the M6, M42 and
M6 Toll Road network.
Central London
We also have office meeting facilities in Central London, located
at the prestigious Pall Mall, in the heart of St. James, SW1 and
also at New Broad Street, EC2M just a few minutes away from
Liverpool Street British Rail and Underground and easily
accessible from Bank and Moorgate Underground Stations.
23. 10. A cup of coffee & a chat
23
You are welcome to come to our offices for a coffee and talk things
through. We'll talk over your existing provisions and plans and what
you would like to achieve.
We will, in turn, review these and enlighten you, importantly in plain
English. Naturally there is no cost to yourself for the initial meeting
and you are under no obligation.
At the initial meeting we can also give you a good indication of the
costs of taking matters further.
We like transparency and so do our clients and so, naturally, fees are
always confirmed in writing and agreed in advance before any
chargeable work commences.
Either way, the coffee is on us and yes …… tea if you prefer.
25. Just call us during office hours on :
+44 (0) 121 788 4588 or
+44 (0) 121 788 3444 option 2
Or email us at :
admin@hfm-uk.com
We’re here to help.
Please visit our website :
www.hfm-uk.com
Please note you will not find us on Facebook or
Twitter, we are not anti social networking, we simply
respect our clients privacy.
25
10. What next?