Wealth planning & protection - Haines Watts earth

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At Haines Watts we know that looking after your personal wealth and protection is as important as looking after your business finances. Our close relationship with regulated financial advisers gives you access to advice on investment strategies, allowing you to maximise your returns and plan for your future.

Our services

There are plenty of good Financial Advisers around but it’s still a challenge finding a really great one.  We can refer you to advisers that offer great investment and protection advice that will give you clear and lasting financial benefits.  They have a team of expert wealth managers across the UK who can create bespoke solutions that work at every stage of your life.

With a referral to one of our advisers, you can access a huge range of competitive investments along with superb fund research and market leading discounts. Here are just a few of the services on offer.

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.  

Click here to download the Tax Efficient Investing Guide from Tilney.

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 advisers will cut through all the jargon and advise you on your best options.  How much money you will need to enable you to comfortably fund your future lifestyle is sometimes hard to predict 

Click here to download The Cost of Tomorrow : Forecast our Future Spending report from Tilney. 

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.


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.     tilney_logo

Tilney Financial Planning (National) is the trading name 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. Your home may be repossessed if you do not keep up repayments on your mortgage.

For more help and information on personal wealth planning, contact us.

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