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Investment Planning

Empower your financial future with strategic investments. Our experienced advisors are here to guide you towards wealth accumulation and long-term prosperity. Invest wisely, thrive confidently.

Finances made manageable

Take control of your savings and get them working for you. With HL Financial by your side, you can be sure you are taking the right steps towards financial success. 

Generating a capital return

Our aim is to help you grow your capital over the medium – long term outlook whilst maintaining a risk level you are comfortable with and most importantly prepared for.

Cashflow forecasting

Through the use of specialised software, we will analyse your future income/ expenditure needs and develop a strategy for you to achieve your future requirements.

Regulated Investments

All investment vehicles we recommend are built around regulated guidelines and are all supported by the FSCS protection scheme providing you with full peace of mind.

Peace of mind

HL is a fully regulated and independent firm that works solely towards the needs and goals of our clients. We will continue to adapt your investment plan to help you reach your desired outcome.

Investment Planning

How It Works

Getting to know you

We welcome you to book a free initial consultation to discuss your existing financial circumstances and what your needs/ objectives are for the future. We are happy to adapt the meeting to your needs so be it in person or virtually, we are happy to help!

Extensive Research

We will research your existing arrangements and gather an overview of how they align with your needs and objectives, If there are areas we can help and adapt, we will construct a recommendation for you. 


We will then invite you back in for a second meeting to discuss our recommendation and if you are happy too, the steps of implementing your new investment plan. 

Ongoing Support

Once your new scheme is up and running, we will review your investments regularly and invite you to meet with us every six months to ensure the plan remains applicable to your future needs and goals. 

Investments made around you

Crafting a secure and thoroughly researched investment plan is crucial, as it ensures the safeguarding of financial assets and lays the foundation for long-term success in wealth accumulation.

  • How much do you want to invest
  • What is your appetite for risk towards the capital
  • How can we assist you in achieving your dreams
  • Utilising tax advantages available to you

By employing an investment specialist, you will receive advice on the best funds to invest in and tailored cashflow forecasting applicable to your future income/ growth objectives. We take the stress away so you can look forward to your enjoying your capital rather than worry about it.  

Want to find out more about our services?

We offer a free initial consultation so you can see how we can add value first

Areas of Advice

We strive to deliver exceptional services for every aspect of financial planning.