Private Wealth Management

HEB offer a bespoke wealth management service. We believe that strategic financial advice can add significant value to individuals, families and businesses. Value is added in two ways;

• Financial added value
• Peace of mind

By engaging HEB you assure yourself of regular financial check-ups and access to new ideas brought to you by our team of highly qualified Chartered Financial Planners.

This begins with a complete review of your financial strategy, which includes our 11 point financial health check. We will work with you and your other professional advisers to ensure all gaps are plugged.

Unlike many financial advisers, our aim is not to sell you a product, but to provide on-going holistic advice, regularly picture of their circumstances.

Our Premier service is designed for clients who have sufficient assets or income to require a sophisticated level of financial planning and are committed to partnering with us building a complete and detailed picture of their circumstances

Financial value is added through our;

• Portfolio construction and WRAP service
• Pensions x-ray, SIPP and SSAS service
• At retirement service including annuity, phased retirement and income drawdown
• Inheritance Tax (IHT) and estate planning service
• Tax mitigation service

Peace of mind is added through our;

• Priority response service
• Lifetime cash flow reassurance service
• Second opinion service