About H&D Financial Planning Ltd

H&D Wealth prides itself on maintaining its core values as it continues to serve the local community
H&D Wealth Ltd can trace its history back to 1879 when Harris & Dixon became one of the first independent Lloyds Brokers but the long history of the company actually dates back to 1797, meaning that, way back in 1997, we celebrated 200 years in business!Since then, H&D have changed a lot but we have always kept one eye on our past, whilst we plan for and celebrate our future. The same is reflected in our offices, with our advisers having an average of 20 years experience working with clients to establish their financial freedom. Our dedication to new technologies and training though, ensures that traditional values meet new world technology to ensure we provide clients with the very highest levels of service.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning

  • Savings:
  • Lump sum
  • Savings for children
  • School fees planning

  • Business:
  • Group private medical insurance

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