Savings & Investments
Growing your long-term wealth.
Do you have money just sitting – not working for you? Prudent investing can seem daunting, yet everyone can access its opportunities with some expert help.
Are you keen to see more returns on your savings but are put off by the complexities and risks perceived with investing? Fortunately, in the 2020s, investing has become more accessible to everyone. With a wise strategy, you can gradually improve your wealth so that you can open more opportunities for financial freedom.
Here at Hanson Financial Services, our team is dedicated to helping clients develop a savings and investment strategy which achieves their goals. We can identify opportunities you may otherwise miss – also reducing unnecessary taxes and fees along the way. We also mitigate your risk by ensuring your portfolio is appropriately balanced, and reflects your attitude to investment volatility.
How it works
- We discuss your investment goals and risk appetite together and review your portfolio.
- Our team runs an analysis of your assets – the fees you are paying, your funds, their performance, liquidity and other factors.
- From here, we come back with a set of recommendations to strengthen your portfolio. This might include re-balancing it and moving some capital to other opportunities.
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.