Investment Advice
Our sister company, Haworths Financial Services Limited, (which is Authorised and Regulated by the Financial Services Authority) provides investment advice to private individuals.
Many people have private wealth may have been inherited or generated from a successful business or career. Whatever it’s source, this wealth needs careful looking after and regular, proactive review in order to maximize it’s value bearing in mind the different attitudes to risk which one person may have compared with another.
Closely linked with investment advice is tax planning advice and this is where Haworths is strong. Our tax planners work in the same room as the investment advisers and so when we look at an individuals investments, it is relatively easy for us to also consider their income tax and, if appropriate, their Inheritance Tax position. We have considerable experience with the use of trusts, be they provided by insurance companies or bespoke trusts designed for the individual concerned.
