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Wealth Management: In more detail Financial Life Plans Establishing and Managing your future cashflow requirements Asset Management Risk profiling   Design of a suitable asset allocation   Portfolio design and construction   Ongoing portfolio monitoring   Regular portfolio rebalancing to keep investments on track   Written portfolio valuations       Inheritance Tax & Estate Planning Proven ways to reduce or avoid inheritance tax liability *       Taxation Planning In conjunction with your accountant and other taxation advisers       SIPPs Value added strategies using self invested personal pension (SIPPs)   Specialist advice for owning business premises       Pensions Advice, reviews and consolidation       Independent Mortgage Advice Via our subsidiary Chameleon Independent Mortgagesfor 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:-   Group pensions Death in service Long-term disability Protecting your business 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.   “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                               Links Press enquires Contact us sitemap     Holland Hahn & Wills LLP is authorised and regulated by the Financial Conduct Authority. © Holland Hahn & Wills LLP Wealth Management 2013. All rights reserved.