HW INDEPENDENT Financial Management
Savings and Investments
Good financial advice is bespoke to your circumstances and will help you to save and invest for optimal results. Whether you are a casual saver or a high net-worth individual, HWIFM can help you to make the most of your money.
The team at HWIFM guide you through this process with this informative video.
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Making your money work for you
Whether you have a clear idea of why you want to save your money or are unsure of how best to utilise your cash, setting clear savings objectives will enable you to maximise and stay in control of your money. If you want to invest for a short-term project, such as saving for a house or wedding, want to invest a lump sum for maximum gain, or are looking to save more for your retirement, make sure that you take the correct advice to find the best savings and investment options.
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Tax efficient savings
You’ve worked hard for your money so let it work hard for you. Taking advantage of tax wrappers that either protect your money from additional tax, or allow you to claim tax back, should be a priority when making investments. HWIFM can help you to understand the full range of options available to you.
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Business support
Understand and find support in using investments to maximise your business ambitions through financial growth and security. A sound investment strategy, and the right financial advice, will help your business to thrive. For organisations such as charities, HWIFM can work with you to ensure that your funds earn money, stay protected yet remain accessible.
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Increase your wealth
While setting savings goals puts a timeline on your financial objectives, wealth management is also about increasing your wealth as a whole. HWIFM can take an over-arching view of your finances to consolidate, update and invest your money to maximise returns. We offer support across the spectrum from high net worth individuals to first-time investors.
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Regular reviews
The world never stops, so why should your money? Our proactive advice extends to regular reviews of your portfolio, ensuring that your money is working hard for you.
Contact us
Get in touch to book a meeting today.
Plan your legacy today to ensure your wealth stays in your family tomorrow.
For a free, no obligation meeting please get in touch.
Alternatively, feel free to call us at our Northwich office on 01606 338914 or our Nantwich office on 01270 861260
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