Contact Us 01384 390004

Financial Services

Financial solutions tailored to your needs

HGR Financial Services Advisers offer independent advice to both corporate and private clients. We will work closely with yourselves and any other professional advisers you have to ensure that our advice is bespoke to your circumstances and your requirements.

The range of areas we cover are shown below:

Corporate Clients

  • Pension Auto Enrollment
  • Employee Benefits
  • Key Person and Shareholder Protection
  • Directors Pensions and tax efficient investments
  • Corporate Investments

Private Clients

  • At Retirement Advice
  • Pension Funding
  • Investment & Inheritance Tax Planning
  • Protection
  • Care Fees Planning

For Mortgages and Equity Release we have close links with and can recommend a Specialist Adviser.

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We pride ourselves on the services we provide to our clients and we hope that you do not have cause to complain.  In the unlikely event that you are not satisfied about something we have or haven’t done, we have a set procedure to follow.  Please contact our office for details.

Some clients are able to take unresolved complaints to the Financial Ombudsman Service (FOS).

You can contact FOS using the various methods below and we have provided a brief guide to their service here and a link to their website here.

By phone 
Monday to Friday – 8am to 8pm and Saturday – 9am to 1pm
0800 023 4 567 (calls to this number are now free on mobile phones and landlines)
0300 123 9 123 (calls to this number cost no more than calls to 01 and 02 numbers)
or from abroad on +44 20 7964 0500

By post
The Financial Ombudsman Service
Exchange Tower
London
E14 9SR

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