Our Services

Financial Planning

Helping you make wiser, more sustainable choices about your money

Get Financial Planning Advice
Financial Planning

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.
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