What makes us different?

Financial Planning is a process. At Huggins Financial Planning we make this a simple process in achieving your overall objective.

Investments

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

Inheritance Tax

You don’t have to be rich for your estate to be subject to Inheritance Tax.

news and comment

Up-to-the-minute financial news from various sources

Welcome

Huggins Financial Planning was established to be an independent advisory company with a difference.We believe in traditional values such as professional financial planning, excellent customer service and acting with the upmost integrity. Where we stand out from the crowd is our approach to making the world of finance as simple as possible and keeping jargon to a minimum.

Seeking out a professional Independent Financial Adviser is an important step in planning for your long term financial security and future. We aim to build a relationship with our clients that will last for many years and feel it is vital that you have a familiar face to talk to.

We have heard repeatedly from new clients how frustrated they became sitting in front of a different adviser at every meeting, re-explaining their situation and trying to develop a new relationship with in some cases, each financial review. At Huggins Financial Planning we know that trust is earned and achieved through regular reviews with the same adviser who fully understands your financial goals and aspirations.

We cover all aspects of the financial spectrum including Investments, Pensions, Inheritance Tax Planning and Life Assurance. We can work on a fee basis, commission basis, or a combination of the two. We offer an initial consultation at no charge where our Financial Planner will discuss how we can provide you with the appropriate advice to maximise your future financial plan.

Decisions should not be taken based solely on the content of the website and individual advice should be sort first.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Paul Huggins t/a Huggins Financial Planning is an Appointed Representative of Financial Ltd which is authorised and regulated by The Financial Services Authority. FSA Registration No: 487853

The FSA does not regulate some forms of tax planning. Regulations, levels and bases of taxation are subject to change.

The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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