Expert Wealth Management from Investment Management Company Surrey London UK

Holland Hahn & Wills - Independent Financial Advisers

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Wealth Management: Working to give you a better future

Financial theory is one thing. But the real benefit of our wealth management advice is making it work for your benefit and financial gain. Here are a few of our successful case studies.

Protecting your Pension: Individual Retirement Planning and Investment

Mr G had seven separate pension schemes totalling £700,000, but they were a disjointed combination of 'managed' funds.

Using specialist software analysis we consolidated these schemes into one SIPP (Self-invested Personal Pension) using a range of low-cost funds to provide a medium risk growth portfolio.

This reduced Mr G's charges, giving him a more efficient portfolio and greater flexibility. We also recommended further tax-efficient pension contributions.

“Most investors, both institutional & individual, will find the best way to own common stocks is through an index fund that charges minimal fees. Those following this path are sure to beat the net results (after fees and expenses) delivered by the great majority of investment professionals.”

Warren Buffett, Chairman of Berkshire Hathaway, 1997

Giving you something to leave: Estate Planning and Investment

Mrs B was recently widowed. Her husband had built up a diverse portfolio of investments, worth over £1 million. Mrs B had not been involved with these investments. Nor did she have any desire to start managing them. We reviewed her portfolio, simplified it and reinvested over £600,000 for long-term growth in a more tax-efficient way.

Mrs B also wanted to protect her estate from excessive inheritance tax. To achieve this we recommended a combination of 'Gift & Loan' trusts together with insurance bonds and a 'Nil Rate Discretionary' will trust investment portfolio.

Sharing our expertise: Working with other Professionals

We were introduced to Mr & Mrs S by their accountant. They had an extremely confusing and eclectic mix of insurance-based investments worth £450,000.

As a result the couple were receiving varying amounts of income and paying too much tax. We successfully restructured their portfolio to provide a low risk, stable long-term retirement income.

Treating you as an individual: Our Private Clients

Mr & Mrs G had tax issues. As a successful ex main board chairman, Mr G had chosen his bank's Private Client Department to manage his substantial portfolio. But their service was impersonal. And expensive!

We reviewed his holdings based around stock selection, charges, asset mix, his attitude to risk and historical returns. Working closely with Mr & Mrs G, we developed a unique strategy ideally suited to their needs, which we now manage.

“Nothing sedates rationality like large doses of effortless money”

Warren Buffet, Chairman of Berkshire Hathaway

Keeping you in control: Trustee advice

Making sure that our financial affairs are cared for according to our wishes is important to everyone.

We have worked with a number of individuals and law firms in finding practical solutions for both power of attorney cases (POA), enduring power of attorney (EPA) and trusts.

Do you think that we can help you? If so please call us on 020 8943 9229 to talk further.

RISK WARNINGS:
Your investments can fall and rise in value. Tax legislation will change infuture as will your circumstances.

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