Business Details
19 Years
experience
Your Trusted Financial Partner in Liverpool
Hanover Wealth Management has been dedicated to creating financially secure futures for individuals, families, and businesses since 2007. As an independent firm regulated by the Financial Conduct Authority, we specialise in crafting transparent, tailored financial plans that align with clients' unique goals. Our team of experienced financial advisers combines market-wide product knowledge with a robust investment process to deliver solutions in pensions, investments, and protection planning. We prioritise face-to-face consultations to ensure clients fully understand their financial strategies, which are regularly reviewed to maintain alignment with evolving life circumstances.Our approach integrates long-term care planning, retirement strategies, and business protection services, supported by educational resources including partnerships with Money Alive for financial literacy. Registered in England and Wales with Company Number 06419400, we operate under strict UK regulatory standards to maintain the highest levels of client trust and service integrity.
Services
Financial Planning
Pension Advice
Investment Management
Long-term Care
Lifetime Mortgages
Business Protection
Family Planning
Details
- Year established: 2007
Highlights and features
- We are FCA-authorised and regulated for financial compliance
- Our advisers offer market-wide product recommendations
- We provide transparent, regularly reviewed financial plans
- Face-to-face consultations ensure client understanding
- Specialist expertise in pension freedoms and equity release
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Financial Planning
We develop comprehensive financial plans tailored to individual goals. Our process includes assessing current financial status, identifying long-term objectives, and creating actionable strategies. Clients benefit from regular reviews to ensure plans adapt to changing life circumstances and market conditions.
Pension Advice
Specialist guidance on workplace pensions and retirement strategies. We help clients navigate pension freedoms, optimize contributions, and ensure adequate income for retirement. Our advice covers state pension maximization and private pension consolidation.
Investment Management
We create diversified investment portfolios using whole-of-market products. Our approach balances risk and return objectives while maintaining flexibility for changing market conditions. Regular performance reviews ensure investments remain aligned with financial goals.
Lifetime Mortgages
Specialist advice on releasing equity from property while maintaining residency rights. We explain different mortgage types, interest payment options, and inheritance implications. Our guidance ensures clients understand long-term financial impacts.
Business Protection
We help businesses establish protection strategies against financial risks. Services include key person insurance, partnership protection, and business loan cover. Our solutions ensure continuity during unexpected events while safeguarding stakeholder interests.
People
Julie Roche
Director
With over 20 years in financial advisory, Julie Roche leads our team in delivering tailored investment strategies. Her expertise ensures clients receive comprehensive, market-wide solutions aligned with their long-term goals.
Questions
What financial services do you offer?
We provide pensions, investments, lifetime mortgages, business protection, and long-term care planning. Our services cover all aspects of financial security for individuals and businesses.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under firm reference 123456.
How do you create financial plans?
We conduct initial consultations to understand your goals, then develop tailored strategies using market-wide products. Plans are regularly reviewed and adjusted as needed.
Do you offer business financial advice?
Yes, we provide business protection strategies, corporate insurance solutions, and succession planning to ensure business continuity and financial security.
