About Huggins Wealth Management

Your money is precious, so let us help you make the most of it.
Financial Planning & Wealth Management that is founded on strong relationships and an evidence-based approach to investments and pensions.At Huggins Wealth Management, we believe in traditional values such as professional financial planning, friendly customer service and acting with the upmost integrity for you and your family.A personal, simplified approach to the world of finance:Where we aim to stand out from the crowd is our approach to making the world of finance as simple as possible and keeping jargon to a minimum. Combine this with our clear philosophy for Wealth Management – an evidence-based approach leveraging decades of data to deliver more reliable and consistent long-term performance – and we hope you’ll understand why, even after 15 years, we still work for our first ever client.Free consultation for every new client:We understand that trust is built between people, not organisations. For this reason, we offer an open, informative, face to face session with an Independent Financial Advisor for free, that is designed to give you peace of mind and ensure your every requirement has been fully discussed and explored before going any further.Please Note: Any subsequent advice or recommendations made may incur a charge.
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:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Find the best price for your project, click on a trade to get started