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Hawker and Palmer Independent Financial Advisers

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Hawker and Palmer Independent Financial Advisers

Overview:

Established in 2005, Hawker and Palmer Independent Financial Advisers LLP is a small private practice located in Wrington, North Somerset. The partners, Dave Hawker and Kieran Palmer, have combined experience of over 40 years in the financial services arena and offer advice to individuals, businesses and trustees in all areas of the financial spectrum.

We are ‘Whole of Market’ advisers which means that we offer products from the whole of the market and are not restricted by ties to a limited number of companies. It also means that we can offer our clients a choice of how to pay for our services. This could be by an agreed Fee, by commission from products purchased or a combination of the two.

We believe in getting it right first time which is why we offer all new clients a free initial consultation without time constraints. This allows us to get to know you and for you to tell us about your personal and financial circumstances without feeling pressured. After all, only by knowing the full picture can we provide quality financial advice that is right for you and your family or business.

At this meeting, we can usually give you an indication of the work that will be involved, how long it will take and the associated cost. We can also explain how your choice of payment method could affect the products we may recommend.

Certain areas require specialist advice and we have developed relationships with a small number of specialist advisers who are happy to help our clients achieve their goals. All our associate firms have been researched thoroughly to ensure they meet our very high standards in customer care and conform to our charging levels.

Investments

From regular saving to lump sum investment, we can recommend strategies to maximise tax efficient returns, tailored to individual requirements. We use up to date risk profiling and asset allocation techniques to ensure your portfolio is not only diverse, but continues to meet your accepted risk tolerance throughout all stages of life.

Pensions

Whether ‘working and saving’ or ‘retired and spending’, we can advise you on the most appropriate strategy to meet your needs. We use analytical systems with current market information to review your existing pension provisions and make direct comparisons with alternative products that may be more suitable.

Inheritance Tax Planning

Many families have an Inheritance Tax problem these days, sometimes solely due to the value of the family home. We can help you reduce or mitigate this burden by the use of Wills, Trusts and Life Assurance plans or even just by making you aware of the allowances available to you.

Life and Health Insurance

We can help protect you, your family or your business against the financial hardship of long term illness or premature death. By researching the market, we always ensure that you pay the most competitive premiums for the benefits you require.

Mortgages

Whether buying your first home, moving or simply changing your mortgage, we can find the most competitive deals for you. Our mortgage information is updated daily to make sure we are always aware of the best mortgages on the market.

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