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Haywood & Co Financial Planning
 At Haywood & Co Financial Planning Ltd, we are proud to be the financial planning arm of Haywood & Co., Chartered Accountants.
We offer completely independent, bespoke financial planning advice for all clients. Our advice is of course highly confidential and provided by fully qualified, professional individuals who will endeavour to always keep costs to a minimum wherever possible.
Areas we cover under financial planning include:
Individuals
- Pensions planning
- Retirement planning
- Investment portfolio planning
- Wealth management
- Tax planning
- Personal protection planning
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Corporate
- Pension Schemes
- Keyperson Insurance
- Shareholder protection
- Investments
- Tax planning
- Group protection schemes
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Trusts
- Trustee investment planning
- Tax planning
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Free Initial Interview
All initial interviews are free of charge and at your choice of location. This meeting enables us to establish your circumstances and requirements and background information.
From this initial interview we will be able to provide you with an outline of the way forward to include associated costs and timescales.
We work hard on behalf of our clients to provide advice on many areas of financial planning with the aim of keeping tax liabilities to a minimum and increasing your wealth.
Ongoing advice
Being financial planners we are keen to provide advice for the longer term, but we do not believe in charging huge sums in upfront commissions and never seeing the client again. We work on a long term basis providing advice on a regular basis to make sure the financial planning needs of our clients are met now and in the future. This is especially prevalent in these times when the laws, rules and regulations are changing almost every year.
We would always seek to build in future reviews for all clients to enable us to manage your needs and requirements now and in to the future. We believe that regular reviews will enable us to advise you comprehensively and to keep abreast of changes in your circumstances, changes in legislation, changes in taxation and changes in the markets.
Fees
We prefer to operate on a fee charging basis, however if clients prefer we can, on occasions, take a commission should this be available. We will always make you aware of the fees and costs involved before we proceed to provide you with any advice.
Contact us now for a Free initial interview on 0114 268 1441.
Email: financial@haywoodandco.com
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