Wealth Management

Wealth can worry people. Did you invest wisely in the past? Are you doing what you should be in the present? Are you planning properly for the future? At Hallidays, our expert team of advisers offer a clear, concise approach to wealth management that leaves you calm and reassured everything is in good hands.

5 reasons to choose Hallidays Xeinadin Group for Wealth Management

01

Trust

We see the big picture. For over 175 years we’ve worked diligently with people’s wealth, looking at wider, broader trends to make sure everything is as it should be.

02

Transparency

You need to know what’s going on. With our transparent fee structure, you are not charged for fund switching. Instead we agree (in advance) an annual fixed fee to sort your affairs.

03

History

Some clients have literally been with us for generations. And why? Because we’ve proven year-in-year-out we can help people achieve their goals.

04

Clarity

We don’t waffle, we don’t use jargon, we keep it simple. Using plain English we’ll explain it all calmly and clearly so you are absolutely certain about what’s being proposed.

05

Reputation

We are determined to get your financial planning right. This ensures your financial future and our excellent reputation both remain intact.
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How do you choose the perfect financial adviser?

No two advisers are the same, so it’s all about the perfect match. We’ve got a knack for this sort of thing, and we’ll always pair you with an adviser who fits your profile. Too often people choose advisers who don’t have their long-term interests at heart, and solely offer short-term solutions. We look at the bigger picture. By taking the time to find the right adviser, we’ll get an insight and understanding of your needs that will pay off in the long run.

Our advisers can deal with everything that relates to your personal wealth – investments, tax, protection, income generation and much more – meaning you should only ever be recommended investments and policies with the highest ratings. Lastly, we always advise you to choose independent and knowledgeable advisers, not ‘tied-down’ agents who are limited in what they can offer. If you have any questions about your wealth or long-term financial security, talk to us. Our experts will be able to put your mind at ease.

Lifecycle review

We always like to take a step back and ask the big questions, like ‘what am I working for,’ and ‘what do I want for my retirement?’ Our Lifecycle Review covers the lot, making sure you always have an income stream to cover both current and future lifestyles. Learn more about our Lifecycle review.
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Professional contracts

Estate planning

Worrying about the potential impact of Inheritance Tax on your estate is a drain. Let us do it for you. Our taxation experts are the best around, and they’ll find every possible solution. We’ll sensitively support you to outline your wishes in your will and appoint an attorney to give you and your loved ones clarity and peace of mind for the future.

Pensions

Whether you need help with your personal pension or guidance on auto-enrolment for your business, we’re here to help. We’ll review your existing arrangements to make sure everything is in place to support you and your employees.
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Deep understanding of your business

Taxation

Our tax review gives a top-down look at your affairs. We see everything, identifying all opportunities that will benefit your investments, pensions and retirement planning. This means you’re able to plan your tax payments and achieve your goals sooner.

Investment

The better we know you, the better we can understand your attitude towards risk. That way, we’ll be able to select the investments and services that are right for you. We’ll also review your existing investments and ensure they are working hard enough.
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Savings

Whether you’ve been saving for a special event or just for a rainy day, we know the best way to invest. Our experts will help you pick the most suitable investments to help your savings grow faster.

Insurance

We’ll carry out a thorough assessment of any life or health policies you have, meaning that if anything does happen, you don’t have to worry about the implications for your family or business.
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Hallidays made me look at the hard facts and take responsibility for my own future and that of my business. Now, I can look forward to my retirement and have peace of mind that the business we have proudly built up will continue to thrive.

Joe Pritchard

Director, Maggi Electronics

“Hallidays Wealth Management team took the time to look at every aspect of my finances to properly understand my goals to give me confidence about my future for the first time.”

Stuart Bradley

Director – Trust Branding

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