Welcome to Hartley Hepworth Financial Planning Ltd, Financial Advisers in Sheffield, South Yorkshire. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Hartley Hepworth Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Hartley Hepworth Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Services
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.
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.
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 meet together to discuss your personal circumstances and your current financial situation.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option.
This is cover that pays out on death.
Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months.
It can pay out as a lump sum, or as income for the remainder of the policy term.
Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
The amount of cover can remain the same or increase / decrease annually.
Level term assurance stays the same throughout.
Decreasing cover is sometimes used to cover a reducing debt, such as a repayment mortgage and usually assumes a given interest rate.
Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months.
It can pay out as a lump sum, or as income for the remainder of the policy term.
Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
The amount of cover can remain the same or increase / decrease annually.
Level term assurance stays the same throughout.
Decreasing cover is sometimes used to cover a reducing debt, such as a repayment mortgage and usually assumes a given interest rate.
Capital Investment bonds are life insurance contracts used for the purposes of investment.
They are designed to give capital growth and/or income over the medium to long term with access to your money by taking regular or one-off withdrawals.
Most bonds are designed for investment over at least five years.
If you cash in your investment before that time, you are likely to be charged an early-surrender penalty.
Bonds are set up through insurance companies without the need for a check on your health status and normally people of any age can hold a bond.
They are designed to give capital growth and/or income over the medium to long term with access to your money by taking regular or one-off withdrawals.
Most bonds are designed for investment over at least five years.
If you cash in your investment before that time, you are likely to be charged an early-surrender penalty.
Bonds are set up through insurance companies without the need for a check on your health status and normally people of any age can hold a bond.
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