Welcome to Andrew Hughes Wealth Management, financial planning and wealth management specialists serving individuals, businesses and families, Trustees and Charities in the North Wales Area.
Planning for a secure future for yourself, your family or your business is one of the most important steps you will ever take. It is beneficial to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are any changes in your circumstances, such as starting a family, changing jobs, starting your own business, retirement, or receiving an inheritance, a review of your financial goals is crucial.
We have found that many clients have received financial advice from various sources in the past with the feeling that it is rather disjointed, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture:-
- Full consideration of your circumstances
- Expert professional advice
- A longer term lasting relationship
- Guaranteed advice
We appreciate that you are unique, with your own financial ideals, which is why we tailor the service and recommendations that we make specifically to you. Our focus is on building and maintaining long term, trusted relationships with our clients, based on strong ethical and moral values, and a desire to genuinely look after people and help them understand complex financial matters in a simple and pragmatic fashion.
To obtain further information on some of the services we provide please click below:-
- Preserve and build capital
- Invest for income
- Planning for Retirement
- Protecting wealth
- Protecting lifestyles against risk
- Reduce Inheritance tax liability
- Planning exit of a business*
- Contingency planning
- Long Term Care
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*May involve the referral to services that are separate and distinct to those offered by St. James's Place.