Financial Planning Company Surrey UK: Holland Hahn & Wills Chartered Financial Planners

Holland Hahn & Wills - Independent Financial Advisers

Home

Our Services: How we can help you

We offer a range of fee only financial services depending our your needs and requirements.

Our services are split into four main categories:

“The average long-term experience in investment is never surprising, but the short term experience is always surprising”

Charles D Ellis. Winning the Losers Game

1. Project Fees & Hourly Rates:

Occasional 'one off advice' for clients who do not want an ongoing Financial Planning service but would like the benefits of advice from a Chartered Financial Planner. Fees can be set before work commences or on an hourly rate.

2. Financial Planning:

For those clients in the 'accumulation phase' of their lives who would benefit from the services of a Chartered Financial Planner and a lifetime financial plan.This ongoing service is designed to help you achieve your medium to long term goals and aspirations; including an annual review meeting to constantly evaluate your changing financial position. For more details please read: Financial Planning

3. Asset Management:

For those clients looking for a long term service to help them invest new monies and manage their existing portfolios we offer a tiered fee structure based on the assets held under management . This service incorporates an annual review meeting with the option of an additional meeting if required.

4. Private Client:

An ongoing service aimed towards clients with £500,000 or more of investable assets. Our Private clients enjoy all the benefits of both our Financial Planning and Asset Management services. In addition, our Private Clients can expect two meetings per year incorporating review of portfolio performance and updating of financial plan.

Read more: Our Fees

How do our Fees Compare?

Looking for a financial planning company in Surrey? We serve clients throughout the local area including Kingston, Richmond and Twickenham. Call us now 020 8943 9229 to arrange an initial meeting.

“Thank you for all your excellent help in the past. We are more than pleased with all the arrangements and the financial investments you have made for us. We feel it is largely due to you and your expertise that we are enjoying our retirement years in comfort and trouble free.” Paula and Brian S.

Links Press Enquiries Contact Us Site Map