Tailored Investment Plans

Evidence based investment plans

A common-sense approach to investment

Attaining your financial goals needs a plan. At Huggins Wealth Management we factor your preferences for reward, risk, safety and asset allocation into your bespoke investment strategy. Linking your aims and objectives to your attitude towards risk and investment goals is a key objective.

Diagram showing investment plan options
Investment Plan Options

Our investment advisors provide the guidance you need to make sure you receive an investment plan that suits your needs and objectives. Some people with long-term goals might opt for more aggressive, higher-risk investments. For those with short-term goals, a lower-risk and conservative investment may be preferred. Others might want a more balanced approach. Whatever your needs and requirements are, we can help.

We are a financial planning company you can trust. Huggins Wealth Management Ltd has years of experience in the financial sector. We have a talented, dedicated team that focuses on your unique goals. We get to know you as an individual, as well as your investment behaviour and create a financial plan that is as both flexible and personal.

When in 2011 a neighbour mentioned he used Huggins Wealth Management, we were intrigued, even slightly sceptical, but asked Paul to come along to discuss what he could do for us. There were some misgivings at first, after all, it seemed so logical, so why weren’t all the major financial planners offering the same service? However we took the plunge and have not regretted it at all. Paul is a very competent professional who immediately puts you at your ease and attempts to explain to us mere mortals, the ins and outs of financial planning in a straightforward, concise way. He also happens to be a very polite and charming man. We have been delighted with our investments and their continuing growth. We would have no hesitation in recommending Huggins Wealth Management - in fact we have done so already, to friends, who in turn have passed on their recommendation to their family and friends.

Dr & Mrs Anderson, March 2017

Investment planning begins when you are clear on your financial goals. Our financial planning process is designed to help you narrow down your options by matching your resources with your financial objectives.