With over 30 years experience in Financial Services and with the ability to refer and liaise to 3000 Independent Financial advisers nationally; we will get the right Independent Solution for you .
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Be the first to leave a review for HG IFA Ltd ( Independent Financial Advisers ).
What do you love most about your job?
Our team enjoy helping clients make the most of their money .
I enjoy saving clients on fees and demonstrating the impact of that .
Our clients love the online support and our portals that we use as it keeps their information secure and safe .
What inspired you to start your own business?
I wanted to assist people in later life planning
A good retirement and the ability to support yourself and then to pass your money on to those you care about most on the planet.
Why should our clients choose you?
We are looking to establish long - term relationships with you to ensure you have the support you need.
Our existing clients say they love the fact they can just contact us to check a point or a new bit of legislation and does it impact them and what can we do to manage it.
Can you provide your services online or remotely? If so, please add details.
We usually provide support online - this gives us more time with each client .
We can do face-to face meetings but will charge for time on travel .
As consultants we deal with clients nationally and most of our clients love the fact that remote working means we can afford to give them more time as we are not wasting time travelling to our clients .
Its been noted by most of our clients that there is an additional increase in the level of support we can give them as a result that usually exceeds expectation.
What changes have you made to keep your customers safe from Covid-19?
Remote online meetings .
Our clients love the fact they can book a review with us and can usually get a response from us within 24 hours ( weekends may be longer ).
Inheritance Tax Planning
Investments in Trust advice
Spousal Bypass Trusts / Existing Trusts / New trusts / Disabled Trusts and Pension Trust planning
Detailed planning for Estates in excess of £1 m and up to £25m.
We guide you through all the steps needed to ensure your beneficiaries are looked after.
Pension advice
Everything to do with your Pensions
-Collating pensions so that they are all manageable and in one place.
-Checking that benefits will not be lost and losing the
Annuities
Annuity advice and quote service
Investment advice
Note- We are most effective at dealing with portfolios in excess of £250,000 up to Unlimited.
-existing portfolios
- new portfolios
- Inheritances
-Private client
-Cost Comparison
Clarity on how investments work
Private Client Work
Dealing with clients with over £1 million.
Combination of investments and pension funds
