Huggins Wealth Management

Independent Financial Adviser  Canterbury Innovation Centre, Kent, Canterbury, CT2 7FG
First meeting at adviser's own cost
Your money is precious, so let us help you make the most of it.
We can advise you on
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Annuity purchase
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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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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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Accident & sickness
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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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Corporate pension
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021
Meet our advisers
Paul Huggins DipFA MIFS
Financial Adviser

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Certified Financial Planner
About us

Financial Planning & Wealth Management that is founded on strong relationships and an evidence-based approach to investments and pensions.

At Huggins Wealth Management, we believe in traditional values such as professional financial planning, friendly customer service and acting with the upmost integrity for you and your family.

A personal, simplified approach to the world of finance:

Where we aim to stand out from the crowd is our approach to making the world of finance as simple as possible and keeping jargon to a minimum. Combine this with our clear philosophy for Wealth Management – an evidence-based approach leveraging decades of data to deliver more reliable and consistent long-term performance – and we hope you’ll understand why, even after 15 years, we still work for our first ever client.

Free consultation for every new client:

We understand that trust is built between people, not organisations. For this reason, we offer an open, informative, face to face session with an Independent Financial Advisor for free, that is designed to give you peace of mind and ensure your every requirement has been fully discussed and explored before going any further.

Please Note: Any subsequent advice or recommendations made may incur a charge.

Our services

Using cutting-edge technologies allows me to spend more time planning for your specific goals and wider financial planning requirements to help reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

Where to find us
Head office address: Canterbury Innovation Centre, University Road, Kent, Canterbury, CT2 7FG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021

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