Our Company

Hartley Hepworth Financial Planning has a team of highly qualified and experienced consultants providing financial advice in a friendly professional manner in order to assist clients reach satisfactory, sensible and affordable solutions to their immediate and long term needs.

The Aims of our Service

Hartley Hepworth Financial Planning offers financial advice on a professional basis covering all aspects of financial planning. Our aim is to assist clients in achieving their goals and objectives, and all members of the team aspire to high standards of integrity and fair dealing. We are committed to exercise due skill, care and diligence in all dealings with our clients. The client's best interests are our top priority.

The standard procedure is to gather all the facts about each client's financial situation, including hopes and aspirations for the future. An analysis is then made, which leads to a set of recommendations which are presented in a Financial Planning Report.

This analysis may raise issues that the clients were not previously aware of, but which are essential to ensure the financial security of the individual, the family or a business. Such matters will be discussed in detail, and the client's priorities will determine what action is to be taken. In cases where the cost of taking out all the plans to meet all goals and cover all needs is too great, an informed decision on priorities has to be reached. Thus it is agreed which items are to be actioned immediately and which items must be deferred. This process is not a "hard sell" but a sympathetic and matter-of-fact approach to establishing what is appropriate and affordable at the time.

At Hartley Hepworth Financial Planning, we will choose the products and providers to match your needs. The Company can select from those plans which are most appropriate to provide the desired benefits and which offer best value. Great care is taken over this process, and evidence of the research is made available.

If you do have any suggestions please e-mail us or use one of our contact forms

The General Insurance Services made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.