Financial Advice

Our financial advisors can reduce the stress of making difficult financial decisions by assisting businesses & individuals create a plan that will meet your financial goals.
Contact our advisorsListen to our podcast

Financial advisors

Hawsons Wealth Management Limited provides a complete range of financial services for individuals and businesses, including private pension scheme advice, inheritance tax planning, investments advice, help with workplace pensions and auto-enrolment, and independent financial advice in Sheffield, Doncaster, and Northampton.

As fully independent, highly experienced professional financial advisers we are in the best position to be able to provide a tailored solution for corporate and personal financial services and investment advice, linked with specialist tax planning advice from the tax advisers at Hawsons Chartered Accountants.

Financial advice for individuals

You will almost certainly have plans of one kind or another – buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can’t leave it all to chance. Our careful and tailored independent financial advice aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals; short, medium and long-term.

Our financial advisory services for individuals include:

Pensions

Personal Pensions & Retirement Planning

Savings, Investments, portfolio management

Savings, Investments and Portfolio Management

Inheritance tax planning

Inheritance Tax Planning

Life Insurance

Life Insurance and Family Protection

Equity Release

Equity Release

Long term care

Long term care

cashflow Forecasting

Cashflow Forecasting

Request a financial review and recommendation

If you would like a financial review and recommendation of your individual situation we will carry out an extensive assessment of your personal financial circumstances and establish your financial planning requirements.

Please click here to request a meeting to discuss your financial review and recommendation.

 

Financial advice for businesses

Our financial advisory services for businesses include:

Business Protection

Business Protection

Workplace pensions and auto enrolment

Workplace Pensions & Auto-Enrolment

employee benefits

Employee Benefits

Corporate Investments

Corporate Investments

Request a free initial no obligation meeting

The first initial meeting at our cost.

Meetings can be arranged at a place to suit you, be that your office, home, or one of our offices in Sheffield, Doncaster, and Northampton. Please request your free initial meeting by filling out our online form below or by calling 0114 229 6557.

We strongly believe in regular review meetings to ensure your plans are on track. All charges are agreed upfront to cover the cost of the service you require to avoid any surprises.

Hawsons Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority. Hawsons Wealth Management Ltd is entered on the FCA register www.fca.org.uk/register/ under reference 586696.

Contact us
Natasha Fathers, Director of HWM

Natasha Fathers

Director of Hawsons Wealth Management Limited, Sheffield

ncf@hawsons.co.uk