Experts in financial planning and wealth management, retirement and succession planning, believing in long-term, personal relationships, combined with trusted independent advice.

From inheritance tax (IHT) and pension advice, to investment management using the most advanced analytical tools, we will work with you on an individual basis, in order to design and deliver the right financial future for you.

Working with you

Deciding how to manage and invest your money is a significant task and the challenge of choosing the right solution can be daunting. Our experts work with you on an individual basis to eliminate as much of that uncertainty as possible.

Bespoke, jargon-free advice and the ability to choose from all product providers and solutions, will help you to make the best decisions for your finances.

Our personal approach enables us to get to know you, whilst providing regular reviews of your investments, pensions and tax affairs, to ensure they are delivering the best possible outcome.

How can we help you?

Financial planning for young entrepreneurs through to experienced business owners can require a range of services. From selling and planning for retirement, through to getting your assets in order for succession, it is important to receive clarity and feel confident about your future.

Our financial planning team can help you with:

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Making a difference

We set high standards, always leading with honesty, integrity, and transparency, and as a result, have been recognised by the FT Adviser as one of the Top 50 firms for financial planning in the UK.

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Understanding you

Founded in 1988, our Financial Planning team have since built up years of trust and expertise, all sharing the same passion - to provide clients with peace of mind. We know what it means to have the right person by your side, believing that quality advice and support takes time. Our long-standing relationship and values as a team are reflected within the service we provide.

Featured news

Financial Planning update: Spotlight on...Alex Davies

Monday 29 January 2024

For our next spotlight interview with the people at the heart of Hazlewoods Financial Planning, we catch up with Trainee Financial Adviser, Alex Davies.

Financial Planning update: Number of entrepeneurs selling their businesses increases 23% in one year

Tuesday 9 January 2024

The number of entrepreneurs under the age of 40 selling their businesses has increased by 23% in one year, rising from 4,719 in 2019/20 to 5,803 in 2020/21*, shows our new research.

Financial Planning update: The new full state pension and national insurance

Friday 30 June 2023

Having gaps in your national insurance record could affect the amount of state pension you get. If you are aged between 45-70 you now have until 5 April 2025 to fill in any gaps you might have in your record.

Financial Planning update: Spotlight on...Martin Vale

Tuesday 23 May 2023

Continuing our series of spotlight interviews to meet the people at the heart of Hazlewoods, here we catch up Financial Planning Technical Manager, Martin Vale.

Financial Planning update: Is now the time to consider buying an annuity?

Thursday 18 May 2023

The Bank of England recently increased interest rates for the 12th time in succession, meaning the base rate now stands at 4.50%, the highest rate since 2008. So is now the time to consider buying an annuity?

Spring Budget 2023: Pensions tax updates

Wednesday 15 March 2023

The Government hopes this new measure will encourage individuals to work beyond turning 50 years old with the added benefit of being able to continue to grow their pensions.

Financial Planning update: Spotlight on... Andy Hogarth

Thursday 9 March 2023

People are at the heart of the Hazlewoods Financial Planning team, and so to get them know them better we are putting the spotlight on some of them. Here we catch up with Financial Planning Director, Andy Hogarth.

Financial Planning update: How bond markets affect your portfolio

Tuesday 10 January 2023

The financial markets have experienced heightened volatility over the last year, and many bond investors have seen losses equal to or more than those felt by equity investors. Even if you don’t hold bonds directly, you may have exposure to bonds within your portfolio through multi-asset funds. Occupational pension schemes, which heavily invest in gilts, have also been adversely affected. So what is causing this turbulence in a historically stable market, and is there anything you need to do about it?

Financial Planning update: How to approach property and inheritance tax

Thursday 10 November 2022

Whilst property is typically the most valuable asset in an individual's estate, there are certain tax complexities tied to property which need to be carefully considered. This guide covers the main IHT implications of owning property.

Financial Planning update: Five tips on how to stay calm during volatile markets

Thursday 29 September 2022

A fall in the value of your investments might make you feel uneasy, especially if you have only been investing for a short time. It can be tempting to withdraw your funds or change your investments to prevent further losses occurring. However, volatility is a part of investing. The markets fluctuate on a daily basis, and usually experience a significant drop every few years. The tips below will help you stay calm during periods of volatility.

Financial Planning update: Five ideas for crafting a great estate plan

Thursday 1 September 2022

There are numerous reasons why estate planning is an essential part of any financial plan. Leaving a legacy behind can be extremely fulfilling, especially if you have worked hard to build up your wealth. Efficient estate planning may also save on tax and ensure that more of your money goes to those you intended. Creating the perfect estate plan can take time and should not be rushed. Here are some tips to help you get started.

Financial Planning update: How a deed of variation can help with IHT

Tuesday 19 July 2022

Having a will is arguably the most important part of estate planning as it ensures that there is no misperception over how your estate should be dealt with and by whom. But what happens when someone dies and the beneficiaries do not agree with the directions in their will?