Financial Services

Planning for retirement? Investing for growth? Navigating complex financial transactions? Our advisers provide personalised solutions that align with your vision for the future.

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Services include...

Investment planning

Expertise advice from our financial advisers will give you confidence and peace of mind. Giving you all the facts in a friendly and professional manner, you will have no doubts with Halewood.

Retirement planning

There is now much more flexibility and control over how you generate income in retirement, but as there is more choices this now means it needs more care and planning.

Estate planning

With the law changing frequently, our knowledgeable advisers are here to keep you up to date and give you the best guidance when it comes tax implications.

Wealth management

Our trusted and personal advisors assisting you with managing investments and assets in a tax-efficient manner.

Book your free finance consultation online...

Book a free 10-minute consultation with our specialists by phone, video chat, or in-person at a local office. We’ll quickly assess your needs and outline the next steps.

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All our Financial Services are provided via Harvest Associates who are authorised and regulated by which is authorised & regulated by the Financial Conduct Authority FCA Number 629749. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Money Advice Service 
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details:

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