Our Services

Wealth Management

Helping wealthy individuals with their financial strategy – including investments, income and financial commitments.

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Wealth Management

Taking the hard work out of managing your money.

For those with complex finances it can be helpful to have an experienced wealth adviser helping you man the helm – dealing with the details, so you can enjoy your life.

At Hanson Financial Services, our wealth management team is very experienced in helping wealthy individuals with their financial strategy – including investments, income and financial commitments. If you are looking to avoid unnecessary risks, minimise needless taxes and secure a more stable future for your family, then you have come to the right place.

Our wealth management service encompasses a wide range of services to private clients – including managing investment portfolios, identifying appropriate financial products (e.g. protection) and even liaising with other professionals to find the best niche, specialist solution for a uniquely complex case.

How it works

  • We talk through your wealth strategy, goals and position to date – and where you want to take these in the future.
  • Our team runs a thorough analysis of your assets. In particular, we look for ways to mitigate unnecessary taxes, improve returns and reduce needless risks.
  • We put our comprehensive set of recommendations to you, in a clear and actionable plan which is easy to understand.
  • We implement the plan and review your portfolio with you regularly, to ensure it moves in the right direction over the long term.
Speak to a member of our team today…
Liverpool Office: 0151 708 7616
Manchester Office: 0161 401 0991
Chester Office: 01244 960 039
Reviews and Ratings for Financial adviser Sanjay Gambhir, Liverpool
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