About us

HWL Wealth Management provide holistic wealth management services to Private Clients, Business Owners, Trustees and Charities.   This is delivered through personal face to face relationships founded on trust, excellent service and superior wealth management planning. We help clients create bespoke financial planning solutions based on their individual circumstances through the implementation of straightforward, or, if necessary, a complex, multi-faceted plan.   HWL Wealth Management is a Partner Practice of one of the UK's leading wealth management companies, St. James's Place, which gives us access to in-depth specialist professional expertise, a distinctive approach to Investment Management and, most importantly, guarantee, as St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products