Who we are

H&D Wealth prides itself on maintaining its core values as it continues to serve the local community.

Who we are

Our history

H&D Wealth Ltd can trace its history back to 1879 when Harris & Dixon became one of the first independent Lloyds Brokers but the long history of the company actually dates back to 1797, meaning that, way back in 1997, we celebrated 200 years in business!

Since then, H&D have changed a lot but we have always kept one eye on our past, whilst we plan for and celebrate our future. The same is reflected in our offices, with our advisers having an average of 20 years experience working with clients to establish their financial freedom. Our dedication to new technologies and training though, ensures that traditional values meet new world technology to ensure we provide clients with the very highest levels of service.

Who we are

Our values

Commitment to Clients

We are committed to delivering the highest level of client satisfaction by going above and beyond to exceed our client’s expectations to deliver an impeccable service.


We pride ourselves in the quality of our work, and you can rest assured that our recommendations have been produced by a team with extensive knowledge and experience that is focused on delivering the best advice for you to accomplish your goals.


We take pride in the honesty and transparency of our offering. That’s why you will never incur any hidden charges or fees for any of our services.

Who we are

Our reach

The areas that we proudly serve include Essex, London, Kent, Surrey and Sussex. If you live further afield and would still like to benefit from our services and expertise, then please get in touch to hear about our fully remote client servicing options.

Map showing the counties of Essex, London, Surrey, Kent and Sussex