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Focus&foresight

Financial planning

Your overall financial health may depend on more than successful investment strategies. Financial planning plays a vital role in framing and fulfilling your long-term goals.

You can access financial planning expertise through James Hambro & Company, which is part of the James Hambro group and offers holistic financial planning solutions.

Your individual requirements and objectives will be carefully considered and appropriate proposals recommended that can encompass a full range of issues, including:

  • Investment strategy and management
  • Pension planning, including SIPPs
  • Protection planning, including life insurance, income protection and critical illness cover
  • Inheritance Tax planning

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