WELCOME to the HC Wealth Management website, our online brochure. You will have arrived here to discover who we are, where we are and what we do, and we hope the information here is of use to you.


We have, of course, a mutual interest in your prosperity and will offer sheer hard work, our comprehensive knowledge of the markets and long experience in financial planning. All our work is carried out to a scale of fees agreed at the outset, and please be assured that we will not fill your inbox with newsletters and general twittering – our advice will always be clear, succinct and specific to you.


Given the long term goals we will pursue, you need to be sure that we can work together. That our mutual chemistry is right. We would therefore relish the opportunity to meet you in person and understand precisely what you seek. This first meeting is naturally free of charge and, as with all our dealings, in complete confidence.


We look forward to working with you.

The Accumulation Phase

Mike and Jo run a



consultancy. Their

children are at a

secondary school in

a town...

Inheritance Tax Planning

Brian and Veronica,

both aged 65 and

retired, initially

contacted us for

Inheritance Tax

advice and to discuss

placing ...

The Spending Phase

Charles and Fiona

approached us

when they were

within two years of

retirement. They

had built up

savings during ...

HC Wealth Management Limited is authorised and regulated by the Financial Conduct Authority

Registered Office: Suite 1, 3rd Floor, 11-12 St. James’s Square, London SW1Y 4LB. Registered in England No: 07082590

© 2017 HC Wealth Management