Trusted financial guidance for a brighter future
A Legacy of Financial Planning Expertise
HSP Financial Planning Ltd, established in 1977, boasts a rich history of providing trustworthy and personalized financial guidance to individuals and businesses across the region. With a team of experienced financial advisers and dedicated support staff, we take pride in building lasting relationships built on trust and understanding.
Our Approach to Your Financial Well-Being
At HSP, we believe financial planning is about more than just numbers. We take the time to understand your unique goals, values, and aspirations to tailor our advice to your specific situation. Our clients appreciate our approachable and accessible advisors who guide them through complex financial matters with clarity and compassion.
1. Pension Planning
- Comprehensive analysis of your current pension arrangements
- Strategies for maximizing your workplace pension
- Guidance on private pension planning
- Protection of your pension in divorce or inheritance scenarios
2. Inheritance Tax Planning
- Detailed evaluation of your assets and liabilities
- Mitigation strategies to reduce inheritance tax liabilities
- Implementation of trusts and other legal structures
3. Family Protection
- Review of your insurance coverage
- Strategies for protecting your assets in the event of illness, disability, or death
- Guidance on power of attorney and other legal documents
4. Investment Advice
- Personalized portfolio construction based on your goals and risk tolerance
- Regular portfolio reviews and rebalancing
- Access to a wide range of investment options, including commercial property investments
5. Corporate Advice
- Succession planning for businesses
- Employee benefits consulting
- Business risk management solutions
Client-Centric Approach
We believe in open communication and transparency throughout the financial planning process. Regular reviews and ongoing communication are fundamental to ensuring your plan remains relevant and effective. Our dedication to building lasting relationships allows us to achieve sustainable success with our clients.
Overall Satisfaction and Trust
The reviewers expressed their satisfaction and trust in HSP Financial Planning, highlighting the professionalism, friendliness, and personalized service they received from the team.
Positive Experiences with Specific Advisors
Several reviewers praised specific advisors, including Lauren, Tessa, Phil, Jackie, Caroline, and Ian, for their expert advice, support, and guidance. They appreciated the advisors' ability to explain complex financial concepts in a clear and straightforward manner.
Long-Term Relationships and Loyalty
Many reviewers mentioned their long-term relationships with HSP, citing their loyalty and trust in the company. They appreciated the continuity of service, with some having worked with the same advisor for over 10 years.
Personalized Service and Support
Reviewers praised the personalized service they received, mentioning that the advisors took the time to understand their specific financial needs and goals. They appreciated the regular reviews, updates, and guidance provided, which helped them make informed decisions.
