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A free consultation, without obligation
There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
We offer a free first consultation to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.
Specialist advice
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are carefull to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over many years.
We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide and details of who you should contact.
| Contact |
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Specialisation |
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Email |
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 | | Mr M Gilbey |
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Shareholder Protection |
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HHPG Limited |
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email me | |   |
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Group Protection |
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Employee Benefits |
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Group Pensions |
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Group Pensions |
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Key Person Protection |
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Tax Planning for businesses |
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Employee Benefits |
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Shareholder Protection |
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Commercial Mortgages |
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Tax Planning for businesses |
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Key Person Protection |
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Group Stakeholder |
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Commercial Mortgages |
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Group Protection |
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Group Stakeholder |
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Tax planning for Individuals |
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Individual Protection |
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Health / Long term care |
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Ethical Investments |
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Pension choices at Retirement |
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Pension choices at Retirement |
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Estate Planning |
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Estate Planning |
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Offshore Investments |
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Offshore Investments |
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Health / Long term care |
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Lump Sum Investments |
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Lump Sum Investments |
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Ethical Investments |
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Lump Sum Investments |
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Estate Planning |
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Investments for Trusts |
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Individual Protection |
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Pensions (incl Stakeholder) |
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Individual Protection |
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Health / Long term care |
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Pension choices at Retirement |
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Portfolio Management |
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Portfolio Management |
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Italian |
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 | | Mr S Harries |
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Commercial Mortgages |
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HHPG Limited |
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email me | |   |
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Group Stakeholder |
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Group Protection |
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Shareholder Protection |
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Employee Benefits |
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Group Pensions |
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Key Person Protection |
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Tax Planning for businesses |
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Health / Long term care |
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Lump Sum Investments |
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Estate Planning |
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Investments for Trusts |
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Individual Protection |
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Pension choices at Retirement |
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Portfolio Management |
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Unit Trusts / Investment Trusts |
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Welsh |
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Christianity |
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 | | Mr R Harry |
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Group Stakeholder |
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HHPG Limited |
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email me | |   |
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Group Protection |
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Shareholder Protection |
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Employee Benefits |
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Group Pensions |
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Key Person Protection |
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Tax Planning for businesses |
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Commercial Mortgages |
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Lump Sum Investments |
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Estate Planning |
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Individual Protection |
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Pension choices at Retirement |
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Pensions (incl Stakeholder) |
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Portfolio Management |
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Unit Trusts / Investment Trusts |
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Health / Long term care |
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 | | Mr J Powell |
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Key Person Protection |
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HHPG Limited |
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email me | |   |
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Tax Planning for businesses |
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Commercial Mortgages |
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Group Stakeholder |
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Group Protection |
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Shareholder Protection |
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Employee Benefits |
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Group Pensions |
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Pensions (excl Stakeholder) |
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Unit Trusts / Investment Trusts |
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Health / Long term care |
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Offshore Investments |
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Lump Sum Investments |
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Estate Planning |
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Investments for Trusts |
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Individual Protection |
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|  |
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 |
 | | Mr H Thomas |
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Group Protection |
|
HHPG Limited |
|
email me | |   |
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Shareholder Protection |
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Employee Benefits |
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Group Pensions |
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Key Person Protection |
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Tax Planning for businesses |
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Commercial Mortgages |
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Group Stakeholder |
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Individual Protection |
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Investments for Trusts |
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Pension choices at Retirement |
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Pensions (incl Stakeholder) |
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Unit Trusts / Investment Trusts |
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Health / Long term care |
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Tax planning for Individuals |
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Lump Sum Investments |
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Welsh |
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|
Christianity |
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 |
 |
 | | Mr H Hathaway |
|
Key Person Protection |
|
HHPG Limited |
|
email me | |   |
|
Tax Planning for businesses |
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|
Group Stakeholder |
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Group Protection |
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Shareholder Protection |
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| |   |
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Group Pensions |
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Pension choices at Retirement |
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Pensions (incl Stakeholder) |
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Investments for Trusts |
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Health / Long term care |
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Lump Sum Investments |
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Estate Planning |
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Individual Protection |
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|
Welsh |
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|  |
 |
 |
 |
 |
 |
 | | Mr D Howe |
|
Shareholder Protection |
|
HHPG Limited |
|
email me | |   |
|
Group Pensions |
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| |   |
|
Key Person Protection |
|
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| |   |
|
Tax Planning for businesses |
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| |   |
|
Commercial Mortgages |
|
|
|
| |   |
|
Group Stakeholder |
|
|
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| |   |
|
Individual Protection |
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| |   |
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Pension choices at Retirement |
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Pensions (incl Stakeholder) |
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Residential Mortgages |
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Health / Long term care |
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Regular Savings |
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Lump Sum Investments |
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Estate Planning |
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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