Wealth redefined
Looking after your wealth as we would our own
Simply put, our holistic approach to financial planning allows you freedom. The freedom to live your life, your way, with confidence and purpose.
Financial planning, for you
We listen. And learn. And take the time to understand what’s important to you and those you love the most, so we can not only support your financial position, but also nurture a long-term relationship. Only then can we really know the best path for your financial journey and how best to guide you at any forks in the road.
Wherever you are and wherever you’re going, we can help build a financial plan that’s both flexible and achievable and ready for whatever life throws your way.
Financial planning, for your business
We know that, as a business owner or director, a solid financial framework underpins everything you do. We’ve been there. It’s what allows your business to strengthen and grow.
To that end, working only with other professional advisers we trust—including accountants and solicitors—we’ll help you to implement the right strategies and financial measures for your business.
Independent and award-winning
We welcome you to Hanbury Wealth, a first-rate collective of independent financial advisors based in Bishop’s Stortford and Norwich.
As people in our own right, with different wants, goals and responsibilities—we understand that no two people’s wealth management needs are the same. And being impartial, with no hidden ties to particular providers or services, we can get on with being the experts we are—objectively selecting the most appropriate opportunities to help build your bigger picture.
Following on from the UK budget and the US election, we look at what this means for portfolio positioning and the Hanbury Wealth Baker Davies (HWBD) model portfolio performance against benchmark.
Committed to you, always
Hanbury Wealth is regulated by the Financial Conduct Authority (FCA). Working within a regulated environment that prioritises the interests of our customers is of the utmost importance to us.
Our independent advisors hold the professional qualifications and conduct the ethical good practice which meets our rigorous criteria and, as such, you can be safe in the knowledge you’re dealing with one of the UK’s most trustworthy firms.
We are, and will always be, wholly committed to providing you with the best possible advice, service and support.
Client stories
Interested to know more about our client relationships? Hear from a range of clients, both personal and corporate, as to why they choose Hanbury Wealth.
Latest financial news
Economic Review — December 2024
The latest industry news and market updates at your fingertips.
Economic Review — November 2024
The latest industry news and market updates at your fingertips.
Autumn Budget 2024
“Our mission to grow the economy”.
Get in touch
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no-obligation chat with one of our experts to see if we could be the right fit for you.