At HRS Asset Management Ltd, we pride ourselves on being Independent Financial Advisers, dedicated to providing a comprehensive and professional service to our clients. With over 25 years of experience, our team, led by Julian Strutt, has a wealth of knowledge and expertise in the financial services industry. We are committed to providing an honest, unbiased, and personal service to our clients, who can have confidence in our guidance and advice.
Our Services
We offer a wide range of services, including:
- Savings & Investments: We can provide guidance on the best savings and investment products for your individual circumstances, helping you achieve your financial goals.
- Pension Planning: We can help you plan for your retirement, ensuring you make the most of your pension pot.
- Estate Planning: We can provide advice on estate planning, including inheritance tax planning and protection, to ensure your wishes are carried out.
- Working with Professionals: We work with professionals, including accountants, solicitors, and other financial experts, to provide a comprehensive service to our clients.
- Corporate Services: We offer services to companies, including corporate finance, share option agreements, and protection.
- Why HRS: We pride ourselves on our unbiased and independent approach, working on behalf of our clients, rather than a particular company or product.
Our Approach
We believe that building strong relationships with our clients is essential to providing a successful service. We achieve this through a five-step process:
1. Client Fact-Find and Risk Profiling: We conduct a free consultation to understand your financial situation and goals, followed by a comprehensive fact-find and risk profiling process.
2. Comprehensive Research: We research the market, using specialist software, to identify the best products and services for your needs.
3. Suitability Report Presentation: We present our findings and recommendations in a clear and concise suitability report or letter.
4. Implementation of Plan: We implement the plan, including all administrative work, ensuring you are kept informed throughout the process.
5. Review: We offer a basic and complex review service, depending on your needs, to ensure your plans remain on track and make any necessary adjustments.
Meet the Team
Our team is led by Julian Strutt, who has over 25 years of experience in financial services. Julian holds a B.Sc Hons Degree, DipFA, MIFS, and AFPC Taxation & Trusts. Rhian Simpson, our Adviser, has a background in the NHS and has joined the family business. Rhian holds two B.Sc Hons Degrees, DipFA, MIFS.
Meeting Experience
The reviewer, Adam Tallack, had a very productive and informative meeting with Rhian, which left him with a lot to think about.
Financial Advice
The financial advice provided by Rhian was deemed fantastic by the reviewer, receiving a 5-star rating.
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