About Us...
The HLS Financial Group is made up of three companies, each providing an integral part of the unique financial process we offer our clients. We are a firm of Chartered Financial Planners based in Essex, UK and we provide advice to both individuals and companies on all aspects of financial planning. We believe in establishing a long term relationship so as to fully understand our clients' needs, wants and aspirations. We then look to prioritise these objectives and provide the most suitable solutions.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a detailed financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed Strategic Financial Plan. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.