T: 01622 845 910
F: 01622 843 668
E: mail@hdwealth.com

About You

Individuals

H&D work with a range of individuals who want to improve how they manage their finances. Whether you’re a business owner, city-based worker, entrepreneur or retired, we bring an expert approach to managing your money, taking into account where you are in life now and where you want to be in the future.

This means that no matter what life stage you’re currently at, you’ll find that we have prior knowledge of working with people in similar situations. From unique perspectives like those who have just sold a business, to the more common challenge of planning for your perfect retirement.

You might be coming to us with questions about how to get your finances in order, about when you can retire or what quality of life your finances will grant you in retirement. You might have property to take care of or investments to manage. You come to us with questions and we provide answers that steer you towards your future.

Our speciality is providing advice and guidance based on your personal circumstances, goals and aims, ensuring you make the right decisions for you and your family.

Businesses

Our work with businesses in the SME sector ranges from consultancy to the implementation of employee benefits packages.

Businesses of up to and above 500 employees trust us to provide workplace pension schemes and consultancy services, guiding their employees to stable, better planned futures.

You might come to us with questions about whether you are getting value for money on your existing arrangements or you might have questions about brand new schemes or the challenge of Auto Enrolment. Your questions will be unique to you, but working alongside you our expertise will help point your company, and your employees in the right direction.

Our approach is working with you as an individual business, one size does not fit all.  Our track record of helping employers across different industries and professions ensures that we’ve the experience to deliver so that you can continue to focus on the growth and success of your business.