Additional information

Overview:

The Company

Hartley Hepworth FBA Limited has a team of highly qualified and experienced consultants providing unbiased independent financial advice in a friendly professional manner in order to assist clients reach satisfactory, sensible and affordable solutions to their immediate and long term needs. The company is authorised & regulated by the Financial Conduct Authority.

The Aims of our Service

Hartley Hepworth FBA Limited offers financial advice on a professional basis covering all aspects of financial planning. Our aim is to assist clients in achieving their goals and objectives, and all members of the team aspire to high standards of integrity and fair dealing. We are committed to exercise due skill, care and diligence in all dealings with our clients. The client's best interests are our top priority.

The standard procedure is to gather all the facts about each client's financial situation, including hopes and aspirations for the future. An analysis is then made, which leads to a set of recommendations which are presented in a Financial Planning Report.

This analysis may raise issues that the clients were not previously aware of, but which are essential to ensure the financial security of the individual, the family or a business. Such matters will be discussed in detail, and the client's priorities will determine what action is to be taken. In cases where the cost of taking out all the plans to meet all goals and cover all needs is too great, an informed decision on priorities has to be reached. Thus it is agreed which items are to be actioned immediately and which items must be deferred. This process is not a "hard sell" but a sympathetic and matter-of-fact approach to establishing what is appropriate and affordable at the time.

As Independent Financial Advisers, we will choose the best products and providers to match your needs. The Company can select from the whole market place those plans which are most appropriate to provide the desired benefits and which offer best value. Great care is taken over this process, and evidence of the research is made available.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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