Holland Hahn & Wills LLP

Independent Financial Adviser Vale Road, Claygate, Esher, Surrey, KT10 0NJ
FCA verified
15th October 2018
Specialising in pre & post retirement planning using evidence based, low risk investment strategies that work.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Estate planning
    • Wealth management
Meet our advisers
adviser-person
Jason Lurie Bsc (Hons) APFS
Partner, Chartered Financial Planner & Certified Financial Planner
adviser-person
Simon Ainley Ba (Hons) FPFS Chartered MSCI, CFP
Partner, Chartered Financial Planner, Certified Financial Planner
Where to find us

Vale Road, Claygate, Esher, Surrey, KT10 0NJ

About us

Established in 1990, Holland Hahn & Wills are Wealth Managers and Chartered Financial Planners with decades of experience and a commitment to providing the best professional, independent advice to senior business executives and their families Based in Hampton Wick, Surrey, 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 issues are taken care of.

We’re excellent listeners and we know the challenges executives face in pre and post retirement. Dealing with a specialist helps cut straight to the heart of the issues. We speak in plain English and keep things simple wherever possible.

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

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

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

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