Professionals

We believe that holistic financial planning and advice can add significant value to our professional clients.  After a busy day it can often feel like a real chore to sort out your finances but planning for your future is important and if you aren’t going to look after your finances then who is ?

Working closely with an Adviser can not only save you time but also help you plan for your financial freedom. We can do all the work for you, explain and make you understand your options and at the same time give you impartial independent advice.

We can help you with the following –
  • Set up a retirement plan, Self Invested Private Pension (SIPP) or Personal Pension
  • Re-mortgage to a fixed rate and if required raise funds to purchase businesses
  • Provide a cash flow forecast for future years
  • Make the most of tax allowances
  • Update Wills and ensured any life policies are in trust for the benefit of children
  • Review any existing protection policies, whether they are for personal and business purposes
Mr M Cheung
Richard Hawkings has been my independent financial adviser for the last 10 years. From my experience and dealings with Richard, I can testify that his advice and the service he provides is exceptional. Whether it be mortgages or ISAs, Pensions or Sickness benefit, the advice he provides is not only independent but, over the years, proven to be well judged and only ever with the interest of the client at the core. Richard's trustworthiness and sound advice are just two of the reasons why I would have no hesitation in recommending him to anyone seeking sound and independent financial advice.

Mr M Cheung, Dentist (BDS), Fylde

If you think you may benefit from advice and guidance to achieve financial peace of mind then call us on 01704 862 200 or drop us a line here.