Financial Advisor in Bishops Stortford Specialising in Family Protection

With headquarters in Bishop’s Stortford, Hertfordshire and offices in Norwich and Belfast; Hanbury Wealth is a premier provider of independent financial advice to families, individuals and corporations.

We provide financial planning for families to build a secure future. We can help you build wealth for your family as well as providing insurance to protect you and your loved ones.

We understand that the major financial decisions you make can have significant and life-changing consequences especially when planning for you and your family’s future. We pride ourselves on being able to explain all of our advice in a way that is easy for you to understand and to allow you  to see the value of what we offer and how it can help you reach your goals.

We work together with our clients to meet their financial aspirations –  and build lifelong relationships with them and their families. We understand the importance of providing long-term, ongoing assistance and guidance.

As specialists, we understand your wealth management needs go beyond the ordinary; we will provide new and effective answers to the challenges you set us. As well as being experts in what we do, we are truly independent. We have no hidden ties to particular product providers and have access to the whole market when providing you with advice.

Our initial meeting is usually without charge, after which we provide in writing a full explanation of any costs that apply if you proceed with the advice. We only proceed when you have a  thorough understanding of our advice and how it will benefit you, and we will provide clear transparent costs to you.

Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are happy to work alongside our clients’ accountants and solicitors.

What services do we offer?

Personal

• School fees planning
• Tax planning and mitigation*
• Retirement and pension planning
• Family protection life assurance
• Investing for capital growth or income
• Protection against critical illness
• Income protection in the event of accident or illness
• Inheritance and succession planning*
• Long-term care
• Private medical insurance

Corporate

• Employee benefits implementation and management*
• Flexible employee benefits menu systems*
• Pension schemes
• Group income protection
• Group Private Medical Insurance
• Group death-in-service and dependants benefit schemes
• Partnership and directors share protection
• Key person business protection
• Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

Chris Fenton Dip PFS, Financial Advisor

Chris has a diploma in Financial Planning alongside an in depth knowledge of pensions and retirement planning. Chris commenced his financial services career in 2003, working for a wealth management and tax planning firm that specialised in high net worth lawyers and solicitors.

Before joining Hanbury Wealth, Chris was responsible for running the individual advice proposition of a large employee benefits firm, delivering advice to help individuals work towards and meet their retirement goals.

Katy Davies CeMAP CertPro, Protection Specialist

Katy works alongside our team of expert advisors to provide specialist protection advice.

Katy’s job is to help people talk about subjects that can sometimes seem sensitive. She is passionate about helping our clients safeguard life’s unpredictable events, by providing funds that not only act as a policy, but provide peace of mind – to themselves, their family, or their business – preserving those hard-earned assets. Protection underpins all our financial needs and by thoroughly researching this aspect of your financial planning, Katy is able to leave clients feeling reassured and looked after.

Outside of work, Katy has a passion for horse-riding and enjoys keeping fit and spending time with family & friends.

Julia Nicholas

• Insurance & protection
• Pensions & retirement
• Financial planning
• Savings
• Business
• Long Term Care