Ideas & Observations
New Financial Advice Service Launched
February 9, 2022
H&H Insurance Brokers can now offer its clients access to expert financial planning advice following the launch of a new service called H&H Wealth Management.
H&H Wealth Management provides advice, support and guidance across a range of financial matters including life assurance, pensions, inheritance tax, tax planning, investments and income protection.
The services are offered by financial planning specialists Sage Wealth Management who have six offices across the north of England in Carlisle, Hexham, Alnwick, Chester-le-Street, Darlington and Newcastle.
Paul Graham, Managing Director of H&H Insurance Brokers, said the relationship between H&H Insurance Brokers and Sage Wealth Management would ensure that clients had access to a wide range of financial services to help them plan for the future.
He said: “The launch of H&H Wealth Management underlines our commitment to being a trusted advisor for our clients across the financial services, from insurance to financial planning.
“Sage Wealth Management has a wealth of experience in providing both personal and corporate financial advice. Whether you’re looking to maximise your investments, or plan for your retirement, H&H Wealth Management will be able to help.”
H&H Wealth Management offers a personalised face-to-face service from Sage Wealth Management’s team of expert financial advisors.
Chris Auld, a financial advisor for Sage Wealth Management, based in Carlisle, works with individuals, families and business owners to provide them with a source of trusted advice for all their financial needs.
He said: “Like H&H Insurance Brokers, we believe in building and maintaining long-term relationships with clients, so we can find the best solutions for them.
“We take the time to discuss and identify each client’s financial priorities, needs and objectives so we can develop a tailored strategy to support them in achieving their financial goals.
“It’s not about jargon or financial complexities, it’s about getting to know people and working closely with them to understand their unique and individual situations so we can work towards the best financial outcomes.”
Sage Wealth Management is an appointed representative of St. James’s Place Wealth Management, one of the UK’s leading wealth management organisations and an award-winning FTSE 100 company. The value of an investment with St. James’s Place may fall as well as rise. You may get back less than the amount you invested. The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.