Welcome to Hanson Financial Services
Since 1998 we have provided specialist and tailored financial planning. wealth management. business protection. tax planning. mortgage advice.
Who We Help
Helping clients to achieve their goals.
Are you looking to bring more focus to your wealth and finances? At Hanson Financial Services, our goal is to bring greater clarity to your goals and help you move towards them.
Whether you need help with your pensions, financial protection, investment planning or other area of financial advice, our team is at hand to assist. Our process is very simple.
You tell us about your current situation and about your financial objectives and when you want to achieve them. We then develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree on the course of action you want to take.
Our approach is simple and straightforward
1. Your current situation
We talk about where your wealth and finances currently stand to determine your “starting point”.
2. Your financial objectives
Next, we talk about where you want to “take” your finances - the destination you want to go and your objectives.
3. Develop a practical plan
This is where we develop a roadmap - a financial plan to take you in the right direction.
Our Services
Practical financial planning advice to people, families and businesses in Liverpool and the surrounding area since 1998.
Financial Planning
Looking to make the best financial decisions across your lifetime? We help by bringing everything together under one cohesive plan which moves you towards your goals.
Savings & Investments
Do you want to grow your wealth? At Hanson, our team can help you craft an investment strategy which mitigates risk and maximises returns.
Wealth Management
How do you keep your wealth safe and stored in a tax-efficient way? Our in-house specialists provided the ongoing analysis you need to discern the answers.
Pensions & Retirement
How much do you need for retirement, and how do you get there? Should your income be an annuity or other option? We can help you sift through these complex questions.
Tax Planning
Are you paying more tax than is really necessary? Our team provides the leading insight you need to regularly review your tax position and put money back in your pocket.
Mortgages
Need help buying your first home or getting a better mortgage deal? Give yourself the best range of options on the market with the help of an industry specialist.
About Us
Established in 1998, the team at Hanson Financial Services has many years’ experience.
With offices in Liverpool, Manchester and Chester, we provide advice across all of the North West, offering a wide range of services including investments, savings and mortgages.
We are committed to putting clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Hanson Financial Services, we also pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Meet the team
Sanjay Gambhir
Independent Financial Adviser
I have worked in the financial services sector since 2013 and my areas of expertise are retirement planning, investments and inheritance tax planning. I have been a member of the Chartered Insurance Institute since 2015, hold the Diploma in Regulated Financial Planning, and the Certificate in Pension Transfer Advice. I have been an approved Pension Transfer Specialist since 2018.
Graeme Hales
Senior Administrator
I have been a Senior Administrator with Hanson Financial Services since 2018, having worked in the financial sector since 2012 following six years working for the Centre for Public Health at Liverpool John Moores University. I always aim to provide a friendly and professional service for all our clients, being a point of contact in the office as well as dealing with all the administration needs of the office.
Michael Carlyle
Junior Financial Advisor
I joined Hanson Financial Services in February 2020. I have been working in the financial services industry since 1998 which has provided me with a broad knowledge and experience of a wide range of products. I hold the Chartered Insurance Institute Diploma in Financial Planning, Certificate in Pension Transfer Advice, Certificate in Advanced Mortgage Advice and Certificate in Equity Release.
