Corporate investments advice and guidance

We provide specialist corporate investments advice in Sheffield, Doncaster and Northampton.

Our team of corporate investment experts have a number of tried and tested solutions to help your business accumulate, preserve and increase wealth through corporate investments and portfolio management.

As there are many different corporate investment opportunities available, sound and proactive corporate investments advice from an independent financial adviser can be invaluable for successful portfolio management. The best approach for you will depend on your businesses specific circumstances, so it is crucial you take advice before investing.

Corporate investments – how we can help

As corporate investments involve the investment of corporate funds, mainly by private UK resident companies, there are a number of tax implications that you will need to take into account. As well as advice on your corporate investments options, working closely with the tax experts at Hawsons Chartered Accountants, we can provide you with specialist corporate investment tax advice to help you invest in the most tax efficient structure.

Meet our team

Matthew Whittam

Matthew Whittam

Independent Financial Adviser

David Tidswell

David Tidswell

Independent Financial Adviser

Will Rose, Paraplanner

Will Rose

Head of Risk & Governance

Lindsey Hallam

Lindsey Hallam

Financial Planning Administrator

Georgia Hibbert

Georgia Hibbert

Financial Planning Administrator

aaron hemmington

Aaron Hemmington

Tax Partner

Ed Durrant, Hawsons Wealth Management

Ed Durrant

Independent Financial Adviser

Ben Peacock, Chartered Financial Planner

Ben Peacock

Chartered Financial Planner

Why choose Hawsons Wealth Management?

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Holistic approach

We don’t just focus on one area of financial planning. Our team will take into account all aspects of your financial situation and goals before creating a cohesive financial strategy that addresses the entirety of your financial circumstances and aspirations.

 

 

Independent

We are not tied to specific financial products or institutions, allowing us to recommend financial products impartially. This impartiality ensures our clients receive financial advice that is truly in their best interest.

Tailored

We recognise that all individual circumstances are different, which is why we offer all clients tailored financial advice.

Contact our financial planning team

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