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Hawker & Palmer Banner

About Us

Welcome to Hawker and Palmer Wealth Management Ltd

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.

  • Investments
    For regular savings or lump sum investments, we can recommend strategies to maximise tax efficiency, tailored to your individual requirements. We use comprehensive risk profiling and asset allocation techniques to ensure your portfolio is not only diverse, but continues to meet your accepted risk tolerance throughout all stages of life.
  • Pensions
    Whether you are ‘working and saving’ or ‘retired and spending’, we can explain your options, and advise you on the most appropriate strategy to meet your needs. If appropriate, we can use analytical systems to review your existing personal pensions and compare them with alternative solutions that may be more suitable. 
  • Inheritance Tax Planning
    Many families have an Inheritance Tax problem these days, sometimes solely due to the value of the family home. We can assess your potential liability and help you reduce or mitigate this burden.
  • Life and Health Insurance
    We can help protect you, your family or your business against the financial hardship of long term illness or death. By researching the market, we ensure that you pay the most competitive premiums for the precise benefits that you require.  
  • Care Fees Planning
    Both our advisers are qualified to help you and/or your relatives plan for the eventuality of long term care and advise you on the most appropriate funding methods.

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 info@hawkerandpalmer.com to arrange an initial consultation.

Get In Touch

Main Office

Westward Court
Westward Close
North Somerset
BS40 5LU
Telephone. 01934 861222
Email. infohawkerandpalmer.com

Get In Touch

If you have any questions, please get in touch and once of our team will be happy to help.