H B B Financial

We are continuing to monitor investments closely and will adjust and recommend new portfolios where necessary. We are pleased with the resilience of our portfolios and how our investment process has stood up to these extreme stock market pressures.

As in all previous crises, investments should recover and the fact that we, as a firm, recommend top quality managers from the best and most secure investment providers means that, even with these unprecedented market conditions, your investments are in the best hands.We will continue to contact you on an individual basis wherever possible, but please do not hesitate to contact us with any queries or concerns.

We inspire, build confidence and provide solid, bespoke financial solutions to suit your needs and requirements. We understand that our families, our health and our lifestyle ambitions are important to us all and the management of your wealth is key to underpinning your wellbeing. Our existing clients have been with us for circa 20 years, which is testament to their confidence in us, for which we thank them.

Our clients are unique and each one has different financial needs, so we create financial solutions for them - and can do so for you as well. We offer a free initial consultation, which is the start to your financial future.

We analyse your financial background and ambitions and once we understand your unique requirements, including your tax status, and develop a true understanding of how you perceive risk, we then create a bespoke solution for you.Subject to your agreement, we then implement our recommendations and report to you on a regular basis.

We will discuss and agree our fees with you before you are committed to our services. Our ongoing servicing fees are again based on your requirements and the total sum of your investments. We reserve the right to change the above fee structure for more complex cases, such as Trustee investments. This payment can either be taken from your investment, upon receipt by the policy provider, or paid directly by you.

Thank you Lawrence for the help you have given us. We are so glad we came to you for advice and have already recommended you to other people. Lawrence service and support is excellent - it is "as expected" because I know how good he is. HBB Wealth is a trading style of HBB Financial Limited which is authorised and regulated by The Financial Conduct Authority.