Whether you’re a business or an individual, a financial advisor who’s an expert in your needs can bring you real and lasting financial benefits. This means developing an understanding of where your finances are now and where you’d like them to be in the future – short and long term.

HW is committed to understanding your business and personal goals. Our focused approach means we deliver the best solutions to meet your financial planning aims, whatever they may be. Regular reviews also mean your financial aims are met throughout your changing personal and business life.

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HW Financial Services Ltd is authorised and regulated by the Financial Services Authority. This webpage has been produced for the general information of our clients. It is based on our understanding of current legislation and is intended to provide a brief summary thereof. It is not intended to give personalized investment advice and you should contact us before taking any action based on the information therein. You should be aware that where past performance is quoted for specific funds or asset class sectors (such as property funds) it is not a guide to future performance and that the value of unit-linked investments is not guaranteed. As unit prices can go down in value as well as up you may not get back the full amount of your investment. All statements concerning the tax treatment of products and their benefits are based on our understanding of the current law and HM Revenue and Customs practice and are for general guidance only. Whilst every effort has been made to ensure accuracy, no liability can be accepted for any errors or omissions. Levels and bases of, and reliefs from, taxation are subject to change.



Registered as: HW Financial Services Limited, 11A Park House, Milton Park, Abingdon OX14 4RS, Company Number 2030706, Registered in England