Summary
H.E. Financial Services Limited were originally part of Hill-Eckersley Chartered Accountants in Bolton, hence the name of the business. We are now a completely seperate business whilst still retain a professional working relationship with them.
We were Independent Financial Advisors and had an exciting opportunity in 2010 to become a partner practice with St James's Place Wealth Management and after many in depth meetings joined them in August 2010. We genuinely believe that we can provide a better service for our clients as a result of this change and provide them with access to the Investment Process of what's now a FTSE-100 company with funds under management of around £56 billion. There are of course many more benefits to our clients, too many to mention in this brief summary.
H.E. Financial Services Limited aims to offer a friendly and professional approach to help clients who all have different circumstances and need help in different areas.
The vast majority of our time is spent helping clients with regard to retirement planning and investing capital in the most tax efficient way for capital growth and or income. For further information please refer to "Area Of Expertise" below.
Area of Expertise
We specialise in the following areas:
Retirement Planning both in terms of building funds for retirement and the options at retirement
Investing over the medium to long term both by lump sum and regular monthly contributions
Inheritance Tax Planning
Life Assurance, Critical Illness & Income Protection for personal/ family protection
Keyman and Shareholder Protection for business protection