In December 2014 HF Wealth Planning accepted an invitation to join St. James's Place Wealth Management. Prior to this, the practice was operating as an Independent Financial Adviser for 12 years.
Based in Market Drayton, a rural town on the Shropshire/Cheshire border, we provide bespoke wealth planning advice to personal and corporate clients.
Our advice covers all areas of wealth management, including retirement planning, wealth protection, investment planning, personal protection planning and exit strategies* for business owners.
This is delivered through personal face to face advice and developing long-term relationships based on trust and respect. We place a strong emphasis on making the complex easy and as a client’s financial needs evolve during their lifetime we will be there to review and provide clarity.
HF Wealth Planning is a Partner Practice of one of the leading wealth management companies, St. James's Place Wealth Management, which gives us access to in-depth specialist professional expertise, a distinctive approach to Investment Management and, most importantly, a guarantee, as St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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