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		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
Lifetime Financial Planning		Managing you future cashflow requirements
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 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:-
		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.