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  11. HW Independent Financial Management

HW Independent Financial Management

Independent Financial Adviser  Howard Worth Chartered Accountants, Cheshire, CW9 7RA
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FCA authorised
Last authorised 24th January 2022
We provide tailored Independent Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Paul Galley
Independent Financial Adviser
Catrina Walker-Jones
Chartered Independent Financial Adviser
Mr Gary Makin
Independent Financial Adviser
About us

We are a firm of Advisers and Chartered Financial Planners, with offices in Northwich and Nantwich. We pride ourselves on providing a personal service to clients with a range of experience and expertise. HW Independent Financial Management offers holistic financial planning specialising in portfolio management, protection and corporate issues.

We offer a free, initial, no obligation meeting, to help you decide whether you would like to work with us, and we always base our recommendations on thorough discussion and a clear understanding of your circumstances and goals.

Our services

By understanding you and your circumstances, we can support you with your immediate financial needs and help you to plan for future changes in circumstances, including preparing for retirement and inheritance tax planning. We are able to assist with the complicated changes to pension freedoms.

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

Howard Worth Chartered Accountants, Drake House, Gadbrook Way, Gadbrook Park, Rudheath, Cheshire, CW9 7RA

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