Holland Hahn & Wills - Independent Financial Advisers
Holland Hahn & Wills
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Wealth Management: A Complete Financial Solution

Wealth Management is the process of managing your finances properly so you can achieve your financial and lifestyle goals.

At Holland Hahn & Wills, we’ll help you design a lifetime financial plan. We’ll help you implement it. And we’ll help you maintain it in the years ahead.
 
Our Wealth Management services include:
“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

Portfolio Management
Holland Hahn and Wills
 Risk profiling
 
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 Design of a suitable asset allocation
 
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 Portfolio design and construction
 
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 Ongoing portfolio monitoring
 
Holland Hahn and Wills
 Regular portfolio rebalancing to keep investments on track
 
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 Written portfolio valuations
 
 
 
Lifetime Financial Planning
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 Managing you future cashflow requirements
 
 
 
Inheritance Tax & Estate Planning
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 Proven ways to reduce or avoid inheritance tax liability *
 
 
 
Taxation Planning
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 In conjunction with your accountant and other taxation advisers
 
 
 
SIPPs
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 Value added strategies using self invested personal pension (SIPPs)
 
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 Specialist advice for owning business premises
 
 
 
Pensions
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 Advice, reviews and consolidation
 
 
 
Independent Mortgage Advice
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 Via our subsidiary Chameleon Independent Mortgages for advice on all aspects of mortgages
 
Corporate Clients
 
For managers and small to medium size company owners, we offer corporate and employee benefit packages, Including:-
 
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 Group pensions
Holland Hahn and Wills
 Death in service
Holland Hahn and Wills
 Long-term disability
Holland Hahn and Wills
 Protecting your business
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 Redundancy & retirement counseling

* Tax planning is not regulated by the Financial Services Authority

Looking for a wealth management 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.
 
 
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