HSP Financial Planning Ltd is a firm of Independent Financial Advisers based in Whetstone, Leicestershire. Established in 1977 we have built up a reputation for providing trusted professional advice given by approachable and dedicated advisers, supported by an experienced administration team.
Building long term relationships, the aim of HSP is to help our clients understand their situation and make informed decisions on all aspects of their financial planning and to review them appropriately against changing legislation to help them achieve their objectives now and in the future.The world in which we find ourselves means that the need for structural and practical professional advice has never been greater.
We work in partnership with our clients helping to educate and provide assistance whilst guiding them on all aspects of their financial planning. Helping clients to understand various ways to meet their goals.
HSP are not linked to a bank, financial group or product provider and believe that the financial advice should be objective and free from any bias, as such we offer independent and impartial advice utilising a wide range of rigorously researched and carefully selected products and services to best meet the needs and objectives of both our private and corporate clients.
Building long term relationships, the aim of HSP is to help our clients understand their situation and make informed decisions on all aspects of their financial planning and to review them appropriately against changing legislation to help them achieve their objectives now and in the future.The world in which we find ourselves means that the need for structural and practical professional advice has never been greater.
We work in partnership with our clients helping to educate and provide assistance whilst guiding them on all aspects of their financial planning. Helping clients to understand various ways to meet their goals.
HSP are not linked to a bank, financial group or product provider and believe that the financial advice should be objective and free from any bias, as such we offer independent and impartial advice utilising a wide range of rigorously researched and carefully selected products and services to best meet the needs and objectives of both our private and corporate clients.
Services
Sadly, with so many worthy causes it was not possible for us to support everyone we would like to have helped last year.
So, for 2020 we have identified some new charities which we intend to support but in a slightly different way.
An award-winning Leicestershire charity, established in 1986, they use arts, media and music activities to make positive life changes for disadvantaged young people by supporting them to develop creative, social and employability skills.
For young people who lack opportunities or have challenges in their lives it can be hard to look forward to a positive future.
So, for 2020 we have identified some new charities which we intend to support but in a slightly different way.
An award-winning Leicestershire charity, established in 1986, they use arts, media and music activities to make positive life changes for disadvantaged young people by supporting them to develop creative, social and employability skills.
For young people who lack opportunities or have challenges in their lives it can be hard to look forward to a positive future.
You may already have pension provision in place or you may need to start putting plans in place for the future.
Whatever your needs are we can look at suitable solutions for immediate or future retirement planning.
Income provision in retirement can be uncertain, with state pension ages being extended and life expectancy increasing.
A starting point for all our clients is to understand their existing plans.
We analyse all the options based on a full understanding of current circumstances and future objectives.
Whatever your needs are we can look at suitable solutions for immediate or future retirement planning.
Income provision in retirement can be uncertain, with state pension ages being extended and life expectancy increasing.
A starting point for all our clients is to understand their existing plans.
We analyse all the options based on a full understanding of current circumstances and future objectives.
If you want to be sure your lifetime's wealth can be enjoyed by your family and chosen beneficiaries, then inheritance tax planning is essential.
The first step is to understand the true value of your Estate.
We can assist you in this and help you understand what needs to be taken into consideration and what is exempt.
You may be concerned about the potential tax liability that may arise when these assets are passed on to family members and the information available can lead to confusion.
Our aim is to remove this confusion and explain your potential liability in simple terms and provide you with a range of solutions to mitigate this risk.
The first step is to understand the true value of your Estate.
We can assist you in this and help you understand what needs to be taken into consideration and what is exempt.
You may be concerned about the potential tax liability that may arise when these assets are passed on to family members and the information available can lead to confusion.
Our aim is to remove this confusion and explain your potential liability in simple terms and provide you with a range of solutions to mitigate this risk.
Our experience has shown us that sometimes the hardest subject for clients to discuss is death and illness.
Protecting you and your family is the cornerstone of any financial advice process.
The loss of a close family member or when a family member suffers a serious illness can be devastating not only emotionally but financially.
You may have commitments such as a mortgage, young family or have future plans and essential costs to maintain.
Ensuring that these obligations are met in either of the above unfortunate events is vital and will also provide peace of mind and the ability to move forwards, whether that be recovering from an illness or adjusting your lifestyle, to the loss of a loved one and having the time to plan your future.
Protecting you and your family is the cornerstone of any financial advice process.
The loss of a close family member or when a family member suffers a serious illness can be devastating not only emotionally but financially.
You may have commitments such as a mortgage, young family or have future plans and essential costs to maintain.
Ensuring that these obligations are met in either of the above unfortunate events is vital and will also provide peace of mind and the ability to move forwards, whether that be recovering from an illness or adjusting your lifestyle, to the loss of a loved one and having the time to plan your future.
Do you have existing savings and investments; are you concerned that these may not be providing the best returns, do you want to start saving for the future, or maybe you have inherited your wealth and want some guidance?
Whatever your current circumstances we can look at a range of investments to suit your needs depending on your size of wealth and tax position, whether you require an income from your investments or wish to achieve growth.
You may want to invest a lump sum or wish to invest on a regular basis regardless of your experience we can assist you in making the right decisions.
Whatever your current circumstances we can look at a range of investments to suit your needs depending on your size of wealth and tax position, whether you require an income from your investments or wish to achieve growth.
You may want to invest a lump sum or wish to invest on a regular basis regardless of your experience we can assist you in making the right decisions.
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