Helping you to achieve your goals.
A proper financial plan does not start products. It starts with you – where you have come from, where you are and where you want to go in the future.
Here at Hanson Financial Services, our aim is to help you make wiser, more sustainable choices about your money. We want to address your concerns, worries and uncertainties – bringing clarity and peace of mind with effective solutions which bring greater peace of mind.
Each person’s wealth and finances involves multiple strands including pensions, investments and protection. Our financial planning process brings them all together – ensuring they all work towards a common set of goals.
How it works
- We sit down together to discuss your situation and goals, getting to know each other.
- Our team runs a thorough review of your current position – identifying strengths, weaknesses, opportunities and threats.
- We recommend a plan to strengthen frail aspects of your plan and bolster areas which are already doing well. The plan also outlines a road-map for each area of your finances to bring everything closer to your goals.
- We put the plan into action – reviewing periodically to ensure everything is still on track.
I found Sanjay particularly helpful and extremely patient: my options were spelled out in plain, jargon free English. Sanjay was not the first pensions advisor I had spoken to but he was the most straight forward and down to earth.
If anyone is looking for a professional who is both knowledgeable and trustworthy then Sanjay fits that perfectly. Everything was made simple and fully explained with nothing being too much effort. Sanjay sorted not only all my previous pensions but also those of my wife. Couldn’t be happier
Whereas a number of other local advisors I contacted were not really interested in my particular circumstances as they would not be handling the actual transfer, Sanjay was willing to help from the start. Once engaged, Sanjay's questions made me really think about my financial future and other options, and the final report was far more thorough and detailed than I had expected. At the start this was a process I had to go through, whereas by the time I received the final report, it was a process that I was glad I had gone through and chosen Sanjay to guide me through it.
Discover Our Other Services
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.
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.
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.
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.