At H-J Wealth Planning our philosophy focuses on maintaining a long-term, trusted relationship with our clients, showing distinct quality, integrity and excellence. We work with businesses in the increasingly complex area of corporate financial planning, from pension planning to employee benefits, through to insuring against the loss of a key Director or assisting with aspects of exit strategies. We also support private clients, helping them plan their finances effectively by way of providing holistic and bespoke financial advice. Based in Harborne, Birmingham, we are a Senior Partner Practice of the award winning St James’s Place Wealth Management.
If you would like an initial discussion about how we may be able to help, please do not hesitate to get in touch.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
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