Holland Hahn & Wills LLP

Independent Financial Adviser 2 High Street, Hampton Wick, Kingston Upon Thames, Surrey, KT1 4DB
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th September 2019
We are Chartered Financial Planners, specialising in retirement planning for successful business owners and senior professionals.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Amyr Rocha-Lima MSc FPFS CFP™
Partner
Accreditations
Chartered Financial Planner Certified Financial Planner
Simon Ainley Ba (Hons) FPFS, CFP, Chartered MCSI,
Partner
Accreditations
Chartered Financial Planner Certified Financial Planner
Jason Lurie Bsc (Hons) APFS
Partner
Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
Amyr took time to understand my current situation and my long term needs. He also did a full analysis of my personal and family's financial position. Amyr has always been a very warm, friendly and professional financial planner. He fully explained all options available to me and the risks involved. Whilst I'm an expert in my own field, I did not feel qualified to make such a substantial investment on my own.
Michael, Kingston upon Thames
We wanted to thank you and your splendid team for a very enjoyable evening last night. It was a great combination of two excellent local institutions (you can say that after twenty years!) coming together. Your celebration was as stylish as the the play itself and said so much about the way your firm does its business.Thank you, Best Wishes'
Jenny & Julian M, Kingston, Surrey
Thank you for all your excellent help in the past. We are more than pleased with all the arrangements and the financial investments you have made for us. We feel it is largely due to you and your expertise that we are enjoying our retirement years in comfort and trouble free."
Paula & Brian S, Somerset
"I have had the pleasure of working with HHW for a number of years. I have always found them to be professional, committed and keen to meet their client's needs. I have mainly dealt with Jason Lurie who has impressed me with his clear explanations and ability to produce documents which are easy to understand. Also his presentation recently was thoughtfully prepared so that it was geared closely to the our requirements. HHW always look to do the very best for their clients and in my experience have achieved very good results."
Jenny Brewer. Stone Rowe Brewer, Richmond
Where to find us

2 High Street, Hampton Wick, Kingston Upon Thames, Surrey, KT1 4DB

Make an enquiry
About us

Established in 1990, we are Chartered Financial Planners, specialising in retirement planning for senior professionals and successful business owners.

Based in Kingston upon Thames, we look after clients in London and throughout the South East.

Our services

We help you understand “How much is enough?” – how much income you really need to live well, help your family and feel confident that all your future financial is taken care of.

We’re excellent listeners and we know the challenges that senior professionals face in their retirement planning. Dealing with a specialist like us will help you get to the heart of your financial planning concerns.

We provide you with relevant information and research that helps you make informed decisions with confidence.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Compliance

Holland Hahn & Wills LLP is authorised and regulated by the Financial Conduct Authority.

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