Sign up to our newsletter and receive a free copy of our guide: Pursuing A Better Investment Experience. Our simple 3-step process will guide and help you into, and throughout your retirement (as a one off or ongoing service). We are highly qualified, retirement experts who believe everyone should have a financial plan like ours.
Answer all your questions, give you peace of mind and help you to avoid expensive mistakes. Our proven business process has been helping and guiding clients like you for over 30 years. We use our trademarked service The Secure Lifestyle Approach to look after you and your family's wealth. Now and into the future.
Answer all your questions, give you peace of mind and help you to avoid expensive mistakes. Our proven business process has been helping and guiding clients like you for over 30 years. We use our trademarked service The Secure Lifestyle Approach to look after you and your family's wealth. Now and into the future.
Services
Sign up to our newsletter and receive a free copy of our guide: Pursuing A Better Investment Experience. Holland Hahn & Wills are Chartered Financial Planners and Wealth Managers. We deliver financial peace of mind, allowing clients to enjoy a worry-free retirement and concentrate on what really matters.
Sign up to our newsletter and receive a free copy of our guide: Pursuing A Better Investment Experience. We use The Secure Lifestyle Approach to look after you and your family's wealth, now and into the future. Experts in the psychology of retirement, we can play a unique role to help our clients understand the kind of retirement they want and how to get there.
Reviews (10)
Sue Gray
Nov 11, 2021
Report
Glenn Hodges
Jul 07, 2021
Report
The HHW team produced an excellent report regarding my retirement plan and provided all the details I needed to make an informed decision on my pension investments backed up with excellent explanation in meetings without any hard sell of services. I have no hesitation in recommending Amyr and the HHW team in providing excellent guidance on pension planning.
Gary Marsh
Mar 27, 2021
Report
HHW were recommended to me by a friend and existing client. From the first meeting to discuss our needs I was confident that HHW were the right Financial Advisors for my wife and I. Very impressed with their financial planning tools and attention to detail. No pressure and everything explained in a friendly way we could easily understand, Their experience, knowledge and professionalism leaves us confident that we are in safe hands and takes the worry away from managing our pensions and investments. We can just get on with enjoying our retirement.
Peter McCartney
Feb 18, 2021
Report
Positive: Professionalism, Responsiveness
We were anxious about our financial position as I had just made the decision to retire from full time working, Amyr processed our position and gave us peace of mind and the confidence to move forward with our plans and explained clearly actions we could take to ensure our future was secure,
We were anxious about our financial position as I had just made the decision to retire from full time working, Amyr processed our position and gave us peace of mind and the confidence to move forward with our plans and explained clearly actions we could take to ensure our future was secure,
Deborah Robinson
Feb 09, 2021
Report
Judy Walker
Dec 15, 2020
Report
Amyr was extremely knowledgeable, efficient, helpful and pleasant to deal with. The process was unhurried, informative and hassle free. I now have more clarity with regard to my future financial situation and a plan which should see me live comfortably in my twilight years. I highly recommend this company's services. They provide good value for money.
Dominic Cortizo
Oct 08, 2019
Report
After trying several IFAs who did not "cut the mustard" I was lucky enough to find Amyr Rocha through Vouched For. Amyr and his team have been exemplary in their dealings with me. They are very professional, knowledgeable, honest, friendly, and (most important to me) people that I knew that I could trust with my financial affairs. I feel that they have provided real and lasting value for money. They helped me to identify a roadmap to achieve my financial objectives and challenged me to confirm these were the right objectives for me. I am confident I will see the value in their services in the future
Louise Anstead
Sep 23, 2019
Report
I appreciated Amyr's friendly, relaxed and helpful manner and, even more, his highly professional approach.
He soon understood my financial situation and what I was looking for.
He spent plenty of time discussing with me the possible options and answering any questions. The financial plan he proposed met my requirements. I have every confidence we will have a good working relationship in the years ahead.
He soon understood my financial situation and what I was looking for.
He spent plenty of time discussing with me the possible options and answering any questions. The financial plan he proposed met my requirements. I have every confidence we will have a good working relationship in the years ahead.
Jimmy Eichelgruen
Aug 01, 2019
Report
I have been dealing with Holland Hahn & Wills for several years having passed on my financial planning to Jason Lurie. I am absolutely delighted with the professionalism, knowledge, sound advice, prompt follow-up's and actions taken by Jason. I know that my financial planning, including preparing for my retirement are in very good hands. Jason offers a very personalized service - something that I was looking for, and appreciate, and the fees are reasonable. Importantly my investments are showing positive growth based on the sound advice given by Jason. Highly recommended.
Anthony Wilkins
Aug 26, 2017
Report
I have been a client of Holland Hahn for the past 6 years. I feel very fortunate to have chosen a company that values customer satisfaction as the cornerstone of their business model. They have provided good and consistent returns with reasonable charges. Regular meetings with Jason and his team coupled with sound investment advice have meant peace of mind in my retirement. I would not hesitate to recommend HHW.
