HF Wealth Planning is a truly client-focused business putting you at the heart of everything we do. In our experience no two clients are the same, therefore we listen and ensure that we understand your personal or business objectives and tailor appropriate solutions.
HF Wealth Planning do not supply generic financial solutions, instead we offer a personal relationship for all your financial planning needs. We strive to provide the very best advice and service and to develop a long term lasting relationship with you.
We endeavour to deliver our relationship commitment by:
- Providing face-to-face financial advice
- Undertaking regular reviews of your financial affairs
- Your investments being managed via the St. James's Place distinctive approach
- Keeping you up-to-date with the financial industry news and any changes that may affect you.
- Paying attention to your feedback
- Making sure we deal sensitively with your needs
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.