Financial Services For Individuals
Financial planning can
cause confusion for many people.
There is a myriad of
products out there to choose from but which is right for you?
The Hugh
James Financial Services team is here to help you achieve
your investment goals.
We offer independent
professional advice on all aspects of financial planning.
We are not tied to any
particular product or provider so we will search the market to
give you totally impartial best value solutions according to your
needs.
Personal service is of
prime importance to us at Hugh James. All of our financial advisers
will thoroughly assess your individual needs to ensure you receive
a truly bespoke service.
Hugh
James is authorised and regulated by the Financial Services
Authority.
Hugh James financial services:
- Dealing with Debt
- Financial Advice
- Health Insurance
- Improving Credit
- Investments
- Illness Insurance
- Inheritance Tax Planning
- Mortgages
Our areas of expertise include:
- 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 and Stakeholder
Pensions, Self Invested Personal Pensions (SIPPs), Annuity
Purchases and other retirement options
- Inheritance Tax Planning: We offer the
complete Inheritance Tax Planning service to help maximise the
estate you can pass onto your family
- Life & Critical Illness Insurance:
Mortgage/loan protection and family protection to suit your
needs
- Health Insurance & Income Protection
Plans
- Mortgages: advice based on constantly updated
data on the most competitive mortgages available from the whole of
the UK market - house purchase, remortgage and buy to let
Contact
Suzanne
Browne
Head of Financial Services
E suzanne.browne@hughjames.com
T 029 2066 0565
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