Timely Advice
Independent, Expert and Affordable
For many people, Financial Services can be a confusing topic but just stop and ask yourself this question:
Am I getting the best value from my finances?
This question could cover how well your money is working for you, for instance your investment and pension funds; but also are you getting the best value advice about other financial matters, for example mortgages and insurances.
We believe sound financial advice goes hand in hand with sound legal advice, so at Hugh James you can now benefit from expert financial consultancy as an integral part of our normal legal services. Our highly qualified financial consultants are able to help you make sense of the services and products affecting your day to day and long term finances and operate to the same high professional standards as the legal advisers in Hugh James.
Financial Services Issues
Our clients include private individuals from those just starting out, to those enjoying their retirement. Our consultants understand that we all have different priorities and work hard to get the most out of your capital and protect and enhance your assets.
Our range of services includes:
- Investments: Lump sum and regular contribution investments for growth and/or income, school fees planning, etc.
- Pensions: Tax efficient investments into and beyond retirement, including Personal & Stakeholder Pensions, Self Invested Personal Pensions (SIPPs), Annuity Purchases and other Retirement Options.
- Inheritance Tax Planning: Working closely with our Wills and Probate Department, we can offer the complete Inheritance Tax Planning service to help you maximise the estate you can pass on to your family.
- Life & Critical Illness Insurance: Mortgage/loan protection and family protection to suit your needs.
- Health Insurance: Income Protection Plans to safeguard your income in the event of you being unable to work due to sickness, accident or unemployment. Private Medical Insurance to provide you and your family with the best medical attention when you want it.
- Mortgages: Advice based on constantly updated data on the most competitive mortgages available from the whole of the
Financial Services Expertise
Our team of experienced independent financial consultants are authorised and regulated by the Financial Services Authority (FSA). They can offer guidance and support on all aspects of financial planning. Our advice will save you time, effort and, most importantly, money.
Case Study
Clients A mentioned as a priority their need to remortgage their home during an annual Financial Planning Review with one of our Financial Consultants. Our Consultant was not only able to make a suitable recommendation to Clients A, but also highlighted a need for them to re-structure their investments due to changes in their circumstances and for the entire plan to be supported by professionally drawn tax efficient Wills. The commissions received as a result of our recommendations paid all our fees, including the work carried out by our Financial Consultant to restructure the investments, the work carried out by our Conveyancing Department to complete the remortgage and the work carried out by our Asset Management Department to prepare the Wills.
Free Initial Financial Planning Review
If you’d like to make the most of your money contact us now to find out more about our free initial Financial Planning Review.
Hugh James Solicitors and Hugh James Financial Services are authorised and regulated by the Financial Services Authority
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