HC Wealth Management

Independent Financial Adviser 2 Hartdene House, Bridge Road, Bagshot, Surrey, GU19 5AT
FCA verified
10th September 2018
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
John Abraham
Director
adviser-person
Ian Shipway FIFP CFP
Director
adviser-person
Louise Norman CFP
Director
Where to find us

2 Hartdene House, Bridge Road, Bagshot, Surrey, GU19 5AT

About us

The twelve-strong team at HC Wealth Management boasts an unusually strong array of skills and experience, backed by a series of customised systems that provide a detailed framework for our work on your behalf. We are an Accredited Financial Planning Firm by the Institute of Financial Planning, which confirms that we meet the IFP’s strict criteria for the delivery of a comprehensive Financial Planning service, have demonstrated our commitment to a professional code of ethics and practice standards and ensure that our Financial Planning service is delivered by highly qualified practitioners.

Our services

We will work with you to create a lifetime Financial Plan that reflects your short, medium and long term goals to confirm whether or not they are realistic and achievable. We follow a tried and tested process to develop a Financial Plan that is targeted towards achieving your goals. Once the strategy is in place we then aim to work with you throughout your life and will continue to assess whether you are using your wealth in the manner you desire. We will regularly monitor and review the agreed Financial Plan, making adjustments as necessary.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0

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