Hazelwood Wealth Management (HWM) provides intelligent wealth management solutions to small business owners and individuals across the UK to safely and strategically grow their personal wealth.
Our independent financial advisors cover investments, pensions, personal and corporate insurance, Venture Capital Trusts, and Enterprise Investment Schemes. We work closely with the Hazelwood accounting teams (or your existing accountant) to ensure that every solution is tailored to your unique circumstances.
Wealth Management Services
We focus on developing long-term relationships with clients, adding further value to the Hazelwood accounting relationship. Our services include:
- Investment planning and portfolio management
- Pension and retirement planning
- Personal and corporate insurance solutions
- Tax-efficient wealth structuring
- Estate and inheritance planning
- Venture Capital Trusts & Enterprise Investment Schemes
Our fees are transparent with no hidden costs, no exit fees, and minimal initial fees. We aim to keep costs low while maximising long-term wealth creation and security.
Our Approach
At HWM, we integrate financial expertise with your accounting needs to deliver truly comprehensive wealth management strategies:
01. Assessment
We evaluate your financial position, business interests, and long-term goals.
02. Strategy
We design tax-efficient, intelligent wealth management plans for growth and protection.
03. Ongoing Guidance
We regularly review and adapt your plan to evolving needs and opportunities.
Why Choose HWM?
Unlike traditional financial advisers, we combine wealth management expertise with the insight of your accountant. This means we can help with dividends, employer pension contributions, shareholder protection, and tax-efficient extraction methods for company owners. Our goal is to maximise your wealth while protecting your future.
Frequently Asked Questions
We serve clients across the UK, offering tailored financial planning and wealth management solutions.
Yes. We work closely with Hazelwood accountants (or your existing accountant) to ensure our wealth strategies complement your business and tax planning.
Our independent wealth advice includes investments, pensions, personal and corporate insurance, Venture Capital Trusts, and Enterprise Investment Schemes.
Our fees are clear and transparent—no hidden costs, no exit fees, and minimal initial fees. We strive to deliver cost-effective, long-term wealth solutions.