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.

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.

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