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HBJ Gateley Wareing provides independent financial advice in respect of investments, life, protection and pension matters. The Financial Services team forms an integral part of the service offered by HBJ Gateley Wareing to private individuals and trusts, as well as companies.
Our independent advisors offer advice covering all aspects of investment, such as cash management, collective investments and fund management relative to all asset classes. Carefully identifying with clients their commercial, private and family objectives, the team’s expertise is applied to meeting those goals. Our advisors offer cost-effective and bespoke investment solutions, with up-to-date market acumen.
Our experienced specialists help clients plan financially for the future to address issues such as school fees, inheritance tax, life/health assurance and pension provision, all in a tax-efficient environment. In doing so, the client’s global affairs are taken into account and our financial advisers frequently work alongside the other experts in our Private Client and Financial Services team.
The protection of shareholders, directors and employees are examples of the issues in respect of which the Financial Services team assist our corporate clients. Our fee-based financial advisors strive to provide independent, clear advice, with the emphasis on keeping the client informed of industry charges. * HBJ Gateley Wareing (Scotland) LLP is Authorised and Regulated by the Financial Services Authority. The Financial Services Authority does not regulate tax and trust advice.
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