A financial plan tailored for you
Financial planning is more than just numbers - it’s planning for life. At Huggins Wealth Management we base our service on relationships. Only with a real depth of understanding can we design the right financial plan for you.
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.
Our secure technology platform lets you check the performance of your finances, whenever and wherever suits you.
Inheritance Tax Planning
Relationships are the foundation of our business. We still work with our first ever client. Contact us with any questions you may have, our first call and consultation are free.