Haworths Financial Services

Our Beginnings

Haworths Financial Services was established with the fundamental aim of empowering individuals and families to achieve financial security and plan for their future. We believe in fostering long-term relationships built on trust and personalized guidance.

Our Expertise

Our experienced team of professionals offers a comprehensive range of services across both wealth management and risk protection. We work collaboratively to understand your unique goals and create a personalized financial plan that aligns with your aspirations and circumstances.

Wealth Management

• Capital investment planning
• Retirement planning & Nest contributions
• Inheritance & taxation planning
• Estate preservation & protection
• Wealth creation & growth strategies

Risk Protection

• Life assurance & critical illness cover
• Income protection & family income benefit
• Private medical insurance
• Business protection & key person cover
• Directors' & staff benefits
• Employee benefits consultation

Understanding Your Needs

We take the time to understand your individual circumstances, risk tolerance, and financial goals. We believe in open communication and collaborate with you every step of the way, ensuring you feel empowered and confident about your financial future.

Our Commitment

We are committed to:

• Providing personalized and tailored solutions
• Offering transparent communication and clear explanations
• Delivering exceptional client service and responsiveness
• Maintaining the highest ethical standards and integrity
• Building lasting relationships based on trust and confidentiality

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial life. We utilize industry-leading tools and technologies to ensure your plans are optimized and regularly reviewed and updated to reflect changing circumstances.