Empowering financial freedom, one client at a time
About us
Hampstead Wealth Management was founded on the principle of providing comprehensive, personalized financial guidance to clients. We believe in building lasting relationships and working collaboratively to achieve your financial goals. Our approach is refreshingly different from the traditional "product-pushing" model. We focus on understanding your individual needs, aspirations, and circumstances to tailor a strategy that aligns perfectly with your unique journey.
What sets us apart
- Holistic approach: We address all aspects of your financial life, from investments and pensions to insurance, tax planning, and estate management.
- Client-centricity: We prioritize understanding your unique situation, goals and risk tolerance to create a personalized plan.
- Proactive & transparent: We believe in open communication and regular reviews to ensure your plan remains relevant and effective over time.
- Fee-based approach: We operate on a transparent fee structure, ensuring transparency and accountability in our relationship.
Corporate Financial Planning
- Succession planning for business owners
- Retirement and employee benefits optimization
- Financial risk mitigation strategies
- Financial planning for mergers and acquisitions
Investments & Tax Planning
- Portfolio management and review
- Tax-efficient investment strategies
- Retirement planning and contributions
- Inheritance and estate planning
Pensions
- Defined benefit and defined contribution plans
- Pension consolidation and review
- Pension drawdown strategies
- Maximizing your pension benefits
Additional services
- Cash flow modelling
- Responsible Investment Service (RIS)
- Tax trustee and charity account management
- Corporate finance planning and consulting
Our team of experienced advisors and specialists are committed to
- Providing clear and concise explanations
- Addressing your financial concerns and anxieties
- Guiding you through the complexities of the financial planning process
- Working in collaboration with other professionals to ensure your holistic financial wellbeing.
Overall Experience
The reviews provide a glowing endorsement of Hampstead Wealth's personal financial advisory service. David J. Cohen, a satisfied client, praised the company's professionalism, focus, and individual attention from an experienced Principal. He noted that he was able to develop a trusting relationship with the advisor, who tailored their advice to his specific needs and level of experience.
Key Strengths
- Professionalism and focus of the advisory service
- Direct individual attention from an experienced Principal
- Trusting relationship with the advisor
- Advisor's ability to tailor advice to the client's needs and experience
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