Financial Planning for You

Hansells Financial Planning – we are a team of independent financial advisers based in Norwich but serving clients across the UK.  

 

We specialise in financial planning through different stages of your life for both individuals and corporate clients –

Financial planning can be a complex business, at Hansells we pride ourselves on making your financial planning options clear and simple, so you can be confident that you are making the right decisions.

We have been part of Hansells Solicitors since 1988 and have continued to grow our client base each year despite two major economic downturns.  This is mainly down to the service that we provide, sound advice given and the robust investment portfolio construction we implement.

Who We Are

We are independent financial advisers and provide a fully comprehensive financial planning service to help you with all your short, medium and long-term financial planning requirements.  We are fully committed to being independent and therefore are able to offer solutions from across the whole of the market.

We aim to provide a personal and professional service to all our clients and earn their trust and respect through our expert opinion and up-to-date knowledge of industry developments.

All of our advisers are authorised and regulated by the Financial Conduct Authority (FCA), fully qualified and supported by a strong back office team of para-planners and administrators.

Preliminary Consultation

On receiving an enquiry we meet with the prospective client for a preliminary meeting.  The purpose of the meeting is firstly to establish whether we are able to assist with the prospective client’s needs and objectives and secondly to discuss how we would be paid for our services should we be instructed to proceed.  If it is agreed you do not wish us to complete any further work there will be no charge for this meeting.

Services

Whether you are seeking to invest a relatively small sum or a significant amount, from perhaps the sale of a business or property, or the funds from an inheritance, you will need good independent advice.  This is particularly important when so many savings accounts pay very low interest rates.

Sound financial planning often includes looking ahead to your retirement and making adequate provision for both your own lifestyle and for that of your family.  You need to be sure you consider how to get maximum benefit from your income and from your savings and investments capital assets.

Our financial planning service is tailored to individual needs.  We offer general ‘health checks’ and financial reviews with particular attention to advice on retirement, investment and protection planning.

If you would like to know more then please contact one of the team – we offer flexible appointments and home visits too, subject to prior arrangement.

The Team