Hampstead Wealth Management was created to provide high level, fee based financial advice. We tailor our services to fit the requirements of each client, because everyone we work with is unique, with different backgrounds, circumstances, experience of financial services, objectives and needs. We work with you to make sense of your finances and ensure that you are making the best use of your money.
Our advice is creative, yet pragmatic and, with regular reviews, evolves as your own objectives and circumstances develop. We are not in the business of "selling" financial products and aim to have an open, transparent and beneficial relationship with our clients. We also work alongside other professional firms to help achieve your financial objectives.
Our advice is creative, yet pragmatic and, with regular reviews, evolves as your own objectives and circumstances develop. We are not in the business of "selling" financial products and aim to have an open, transparent and beneficial relationship with our clients. We also work alongside other professional firms to help achieve your financial objectives.
Services
Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. In either case, we want to develop long-term relationships that deliver value for money for our clients. Conventional "product-based" advice or is not the way we want to do business.
Your input to the planning process is vital and the more you put in - for example, in the information you provide or the time you spend considering your objectives - the more you will get out. We offer an initial consultation or second opinion, at our expense and without obligation. At this stage, you can explain your financial objectives and we will clarify how we work and how we advise.
The fees we charge are ordinarily in line with the value we add. We aim to make reasonable profits, so that we can continue to provide our services into the future. The services we will provide to you, and the fees we charge, will be documented in our service and fee agreement and presented to you for prior approval.
The Financial Conduct Authority (FCA), by which we are authorised and regulated, requires that certain information be provided to the client prior to business being transacted, so that the relationship between the client and the firm is clearly stated and understood. Some of our documents use the Keyfacts logo required by the Financial Conduct Authority.
Establishing a pension, whether a Self-Invested Personal Pension (SIPP) or an equivalent company scheme (a Small Self Administered Scheme) and making contributions direct from the company is an effective way of removing profits from a company. The contribution is usually allowable as an expense to be set against corporation tax and there are no income tax or national insurance contributions payable.
Reviews (1)
David J. Cohen
Jan 14, 2019
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I was looking for a highly professional, and focused, personal financial advisory service which provided direct individual attention from an experienced Principal. In Hampstead Wealth I found that service, and soon developed a trusting relationship with someone whose advice reflects my needs and particular level of experience.
