HC Wealth Management Limited

The eleven-strong team at HC Wealth Management boasts an unusually strong array of skills and experience, backed by a series of customised systems that provide a detailed framework for our work on your behalf. We are proud that our company has been granted the status of an Accredited Financial Planning Firm by the Institute of Financial Planning, an award which confirms that we meet the IFP’s strict criteria for the delivery of a comprehensive Financial Planning service, have demonstrated our commitment to a professional code of ethics and practice standards and ensure that our Financial Planning service is delivered by highly qualified practitioners. Our staff are our principal asset and this page presents a brief look at the background and special skills of each member. We firmly believe that, as our relationship develops, you will not only value our advice but come to see us as friends. HOW WE WORK Successful financial planning requires a judicious mixture of applied experience, meticulous attention to detail and an informed and continuing assessment of what is right for you. It will help you structure your financial and personal affairs to enable you to spend your wealth on things you want to, at the time in your life that you wish, and on the people you choose. At HC Wealth Management, we will work with you to create a lifetime Financial Plan that reflects what your short, medium and long term goals are and confirm whether or not they are realistic and achievable. We follow a tried and tested process to assess your needs and work with you to develop a Financial Plan that is targeted towards achieving your goals. Once the strategy is in place we then aim to work with you throughout your life and will continue to assess whether you are using your wealth in the manner you desire. We will regularly monitor and review the agreed Financial Plan, making adjustments as necessary.

Address: 2 Hartdene House, Bridge Road, Bagshot, Surrey, GU19 5AT, UK

Phone: +44 1276 853669
FAX: +44 1276 850510