Financial Services

Need a first class financial advisor?

There are plenty of good Financial Advisors around but it's still a challenge finding a really great one. That's where we come in. Through Haines Watts we can refer you to advisors that offer great investment and protection advice that will give you clear and lasting financial benefits.

You can access a huge range of competitive investments along with superb fund research and market leading discounts.

We'll look after your investments.

Here are just a few of the financial services on offer.

Personal Pensions:  Even if you plan to sell a business to fund retirement, it's worth considering the tax benefits and regular income a pension provides.  Our financial advisors will cut through all the jargon and advise you on your best options.

Employer Sponsored Pensions:  New regulations mean that all businesses in the UK must offer their staff a pension scheme.  We’ll advise you on scheme options, putting business property into a pension, contractual rights and trustee obligations.

Personal Investment Advice: Some investments offer tax savings and incentives, others give better returns. We're not short of investment ideas and continually research the investment market to find the best fund managers and funds.

Life Assurance: Protecting your family if the worst happens is crucial and there are thousands of policies on the market.  We’ll work with you one to one to find the best policy for you.

Mortgages:  Office or home, whether you're moving, remortgaging or shopping around for a rate, our qualified Mortgage Specialists will access the latest and best deals for all types of mortgages.

Equity Release: If you’re thinking of releasing funds from your property for a regular income or a lump sum, we’ll get the best terms for you and your family.

Business & Directors Protection: Get our experts to protect your borrowings, cover you against business liabilities and insure your business partners or key personnel. Often we can get you a better rate than the banks.

So why wait?  Contact our team and have a chat to find out the options open to you.

Bestinvest Financial Planning and Bestinvest Wealth Management (National) are trading names of HW Financial Services Ltd, authorised and regulated by the Financial Conduct 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 or them 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.