Business Details
48 Years
experience
Your Trusted Financial Advisers in Rearsby
Established over 45 years ago, we are a Chartered and Accredited financial planning firm that combines tradition with innovation. Our team of experts specialises in creating tailored financial strategies for technically minded individuals, leveraging cutting-edge technology to simplify complex financial matters. With a strong commitment to professional integrity and client-centric service, we focus on delivering measurable outcomes through rigorous analysis and forward-thinking solutions.Our dedication to community impact and sustainability extends beyond financial services, reflecting our values-driven approach. As pioneers in early retirement planning, we empower clients to achieve financial independence with confidence and clarity.
Services
Financial Planning
Retirement Planning
Pension Management
Estate Planning
Income Maximisation
Details
- Year established: 1978
Highlights and features
- We have 45 years of experience in financial planning for knowledge workers
- Our team holds both Chartered and Accredited status in financial planning
- We specialise in technology-driven financial planning for early retirement
- Our approach rigorously tests financial strategies for measurable outcomes
- We maintain old-fashioned principles of professional integrity and service
Associations and certifications
- Chartered Financial Planners
- Financial Conduct Authority
What people say
Feel confident about retirement
Recommend Alasdair and the team
Retired earlier than we'd hope
Personalised financial plans
Expert guidance
Services
Financial Planning
We create comprehensive financial strategies tailored to technically minded professionals. Our approach combines data-driven analysis with personal consultation to develop sustainable wealth management solutions. With over four decades of experience, we help clients navigate complex financial decisions while maintaining transparency and accountability throughout the planning process.
Retirement Planning
Specialising in early retirement solutions, we help clients determine optimal retirement timelines and transition strategies. Our planners analyse pension portfolios and income requirements to create realistic retirement roadmaps. We focus on balancing financial security with lifestyle goals through evidence-based planning techniques developed over our 45-year history.
Estate Planning
Our experts provide strategic guidance for intergenerational wealth transfer while maintaining financial security. We develop comprehensive estate plans that address tax efficiency and legal considerations. With decades of experience, we help clients balance generosity with personal financial sustainability through carefully structured gifting strategies.
Pension Consolidation
We help clients simplify multiple pension holdings into cohesive retirement strategies. Our specialists evaluate existing pension arrangements to identify consolidation opportunities that enhance investment performance. This service focuses on creating unified financial plans that align with long-term retirement objectives while maintaining regulatory compliance.
Income Maximisation
Our team develops strategies to maximise income potential at different life stages. We analyse current financial positions and market conditions to create adaptive income strategies. This service focuses on maintaining financial security while navigating economic changes through proactive planning and regular portfolio reviews.
People
Alasdair Handford
Certified Financial Planner
Award-winning financial planner with expertise in retirement strategies for knowledge workers. Holds Chartered Financial Planner status and has received industry recognition for excellence in client-focused financial planning.
Rob Handford
Chartered Financial Planner
Experienced financial planner specialising in wealth management solutions. Contributes to the firm's strategic direction and maintains Chartered status through ongoing professional development in financial planning methodologies.
Jacob Siara
Chartered Financial Planner
Specialises in creating tailored financial solutions for technically minded clients. Focuses on integrating technology with traditional financial planning to deliver innovative retirement strategies for knowledge workers.
Jayde Richards
Operations Manager
Manages firm operations with a focus on maintaining efficient service delivery. Coordinates administrative processes to support the financial planning team's client-focused activities.
Sue Taylor
Paraplanning Lead
Leads the paraplanning team in preparing detailed financial analysis and documentation. Ensures technical accuracy in financial models and client reporting materials.
Questions
What financial planning services do you specialise in?
We specialise in retirement planning, pension management, and estate planning for knowledge workers seeking early financial independence.
How do you approach retirement planning?
We create tailored retirement strategies using data-driven analysis to determine optimal retirement timelines and transition plans based on individual circumstances.
Can you help with multiple pension arrangements?
Yes, we specialise in consolidating complex pension portfolios into cohesive financial plans that align with long-term retirement goals.
What makes your financial planning different?
Our approach combines Chartered expertise with technology-driven solutions, focusing specifically on the unique needs of technically minded professionals.
How are fees structured for your services?
We provide transparent fee structures outlined on our website, with costs determined by the complexity of individual financial planning requirements.
Do you offer initial consultations?
Yes, we offer initial meetings to understand your financial goals and determine how we can help you achieve financial independence.
Reviews (4)
Trevor Riley
Jan 28, 2021
Report
Positive:Professionalism,Responsiveness
I consulted Alasdair at H,A&W for pension and retirement income planning and have been very happy with the advice and service which I received
I consulted Alasdair at H,A&W for pension and retirement income planning and have been very happy with the advice and service which I received
Sean Curran
Sep 20, 2020
Report
Having working in banking for 31 years with the last 25 years dedicated to financial advice / wealth management I was very experienced in most aspects of giving financial advice - however with a chance of circumstances the roles were reversed and after an ex colleague recommended speaking to Alaistair from H,A&W I was very pleased and impressed with his knowledge and professionalism. I had spoken to at least 5 other advisers from other firms and none of them had given me the reassurance that I swiftly felt with Alaistair. We are around 80 miles apart but the distance is an irrelevance when it
Kirkby Mallory Advent
Sep 06, 2020
Report
Positive:Professionalism,Quality,Responsiveness,Value
It's been very reassuring to find a financial advisor who prioritises personal relationships over profit, and cares about his clients.
It's been very reassuring to find a financial advisor who prioritises personal relationships over profit, and cares about his clients.
John Bentley
May 31, 2019
Report
In my dealings with the company and staff they have been 100% professional, friendly and efficient and very helpful.
