Good financial planning is about helping you plan for the ups and downs and challenges in achieving your life goals. We are an independent financial planning and wealth management firm specialising in investment and taxation advice that genuinely places our clients’ interests at the heart of everything we do.
How we can help you
We work collaboratively with our clients mapping out their financial needs and ambitions and planning with them as to how these can best be achieved.
Finances can often be complex and daunting, and it is often easier to put it off for another day. However, the structure and effective management of your investments will often determine your standard of living in retirement. We will help you understand your investments, be they pensions, ISAs, or other investments, explain your options and create a comprehensive financial plan. We will ensure your investments match the risk you are prepared to take and are placed in effective structures that are both visible and appropriate. We will also monitor your investments, talk to you and provide recommendations when changes are necessary.
Our role is to do the hard work that enables you to concentrate on enjoying life.
An innovative new look at Independent Financial Advice.
Good financial planning is about helping you plan for the ups and downs and challenges in achieving your life goals. We are an independent financial planning and wealth management firm specialising in investment and taxation advice that genuinely places our clients’ interests at the heart of everything we do.
How we help you
We work collaboratively with our clients mapping out their financial needs and ambitions and planning with them as to how these can best be achieved.
Finances can often be complex and daunting, and it is often easier to put it off for another day. However, the structure and effective management of your investments will often determine your standard of living in retirement. We will help you understand your investments, be they pensions, ISAs, or other investments, explain your options and create a comprehensive financial plan. We will ensure your investments match the risk you are prepared to take and are placed in effective structures that are both visible and appropriate. We will also monitor your investments, talk to you and provide recommendations when changes are necessary.
Our role is to do the hard work that enables you to concentrate on enjoying life.
Our Services
Effective financial, investment, tax and estate planning require a comprehensive and practical financial plan. Financial products, investment markets, legislation, and personal finances can be complex and daunting. Our role is to listen and understand your personal and financial objectives and translate them into a realistic financial plan. This plan then needs to be reviewed to ensure it remains appropriate and it continues to meet your objectives. Click below to find out more about the services we offer.
About Us
Howard Wealth Management was formed in 2010 to provide a tailored personal financial service to our clients. Based in Lee-On-The-Solent our clients are mainly in the local area but extend as far as Kenya! However, our experience extends well beyond 2010. We have a wealth of experience in providing professional independent investment, taxation and wealth management advice to individuals, families, trustees, charities and corporate clients.
Interesting Stuff
Here you will find interesting reading to include investment guides, our quarterly client newsletters “Your Wealth” and “Your Money” our quarterly client magazine “Money & Wealth”, our monthly Economic Review and lots of other information such as our Budget updates and Annual Tax Guide.
Testimonials
Want to know more? Read what our clients think.
Get In Touch Today
We provide professional independent investment, taxation and wealth management advice to individuals, families, trustees, charities and corporate clients. Contact us to see how we can help you.
Contact Us