Are you making the best use of any spare capital or surplus income?
Hawker and Palmer Wealth Management Ltd is a private client practice located in Wrington, North Somerset. The directors, Dave Hawker and Kieran Palmer, have combined experience of over 40 years in the financial services arena and offer advice to individuals, businesses, attorneys and trustees.
We offer all potential new clients an initial consultation at our expense. This allows us to get to know each other and to fully understand your requirements without you feeling pressured by cost. We fully understand that this initial meeting may not result in you requiring immediate advice. However, we are confident that you will value the experience and that you will consider us when the time is right.
We offer all clients a full financial review to ensure that we consider every aspect of your financial circumstances. However, we can focus our advice on specific areas if you prefer.
Our preference is to establish long term relationships with our clients, so that we can continue to review your plans and adapt them to meet your changing circumstances. However, we are also happy to undertake ‘transactional’ advice in situations where no on-going service is required.
We will never pressure you into any decision and will always give you time for reflection after each point of contact.
At our initial meeting, we will explain our range of services and the associated costs, together with our investment process and how we assess your appetite and capacity for investment risk.
Once we have ascertained your needs, we can usually give you an indication of the work that will be involved, how long it will take and the associated cost. We will never start any work without your agreement.
Certain areas, such as mortgages and some occupational pensions, require specialist advice and we have developed close relationships with other professionals who are happy to advise our clients. All our associate firms have been researched thoroughly to ensure they meet our high standards in customer service and quality of advice.
Whether you wish to review your existing financial arrangements or start planning for the first time, we would be happy to meet with you.
Please call us on 01934 861222 or email firstname.lastname@example.org to arrange an initial consultation.