H-J Wealth
At H-J Wealth Planning Ltd our number one priority is to provide our clients with the confidence that they're in the best possible financial position for their long-term future. Our philosophy focuses on maintaining a long-term, trusted relationship with our clients, showing distinct quality, integrity and excellence, which in turn gives you peace of mind. We work with private individuals ranging from business owners to sports people, and those now enjoying their retirement and we help them plan their finances effectively providing holistic and bespoke financial advice. We also work with corporate clients focusing on business strategy to ensure the business has effectively met changing legislation and reviews areas such as pension planning, employee benefits and corporate planning and insurance. For more information on the services and products we offer to both private and corporate clients please click on the buttons below. The value of your investment can go down as well as up. You could get back less than you invested. H-J Wealth Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are the marketing terms used to describe St. James's Place representatives. SJP Aprroved
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KH
Kerry Holden-Jones
Director and Chair of Board · Other
EmailPhone - EA
Emily Archer
Practice Manager · Operations
EmailPhone - SC
Simon Carswell
Financial Planner · Finance & Accounting
EmailPhone
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Top roles at H-J Wealth
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- 1director and chair of board
- 1financial planner
- 1financial planning executive
- 1h-j wealth planning ltd
- 1practice manager
- 1zone manager
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