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Financial Planning

Hardcastle Burton Financial is our sister company that offers an independent financial advice service.

Your Hardcastle Burton Financial IFA will help you to identify your financial objectives and, working closely with your usual Hardcastle Burton contact, provide tailored advice to give you peace of mind when it comes to your money.

Proudly independent, our advisers are fully committed to providing clients with clear, impartial advice. They spend the time to understand your financial aims and aspirations before setting out a clear plan detailing how best to achieve these. Your IFA will regularly review your position to ensure your plan remains relevant and on track to achieve your objectives.

Hardcastle Burton Financial Advisors

The services Hardcastle Burton Financial can offer you include:

  • Investment Management
  • Inheritance tax planning
  • Planning for retirement
  • Protection for you and your family
  • Cash flow modelling
  • School fees planning

Hardcastle Burton Financial Ltd are authorised and regulated by the Financial Conduct Authority. They are solely responsible for the advice they provide and their services will be carried out under separate Terms of Business.

wealth management services

Visit Hardcastle Burton Financial’s site to learn more about their approach to investing and for contact details for the wealth management team.

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What our valued clients say

Hardcastle Burton have been managing my tax affairs for 12 years, providing consistently excellent advice and service, undoubtedly saving me money. Unfailingly professional, trustworthy, friendly and efficient, they work to the highest imaginable standards resolving difficult and complex problems in a timely fashion.

Professor Christopher Grey

We were recommended Hardcastle Burton ten years ago. The advice and information we have received from all members of the team has been first rate. Business and personal matters are always dealt with in a proactive, prompt and efficient manner.

Walker Crane Services Limited

We moved advisers 12 years ago after 2 generations being looked after elsewhere. I have been consistently pleased with their service. Sound strategic advice and long term planning from them, has meant the family are in a safe pair of hands. I would wholeheartedly recommend this firm.

Tim Breitmeyer on behalf of Bartlow Estate

We have had the pleasure of working with Hardcastle Burton since 2001, using them for auditing our financial statements and international tax rules, acquisition opportunities, tax inspection and group compliance regulations. The services they provide are first class and we would highly recommend them.

Herma UK Limited

I find Jo Webb and her team friendly, professional and accommodating for a small, tiny start-up like mine. Thank you for being diligent and ensuring that the accounts are accurate and submitted on time.

Sam Allen