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Edison Ford IFA
OVATION FINANCE LTD
Hawker and Palmer
    Wealth Management Ltd
Clarke Robinson
    & Co Ltd
Create Wealth
    Management Ltd


Independent Financial Advisor in Somerset

Hawker and Palmer Wealth Management Ltd
Independent Financial Advisor in Somerset Independent Financial Advisers

Address: Westward Court, Westward Close, Wrington, North Somerset, BS40 5LU
Telephone: 01934 861 222
Fax: 01934 861 223
E-mail: info@hawkerandpalmer.com
Visit our Web Site: www.hawkerandpalmer.com

Contact:  Dave Hawker
               Keiran Palmer

About Us

Hawker and Palmer Wealth Management LTD is a private client practice located in Wrington, North Somerset. The directors, Dave Hawker and Kieran Palmer, have combined experience of over 40 years in the financial services arena and offer advice to individuals, businesses, attorneys and trustees in most areas of the financial spectrum.

We offer all potential new clients an initial consultation at our expense and without time constraints. This allows us to get to know each other and for us to fully understand your requirements without you feeling pressured by time or cost. We fully understand that this initial meeting may not result in you requiring immediate advice. However, if this is the case, we are confident that you will value the experience and that you will consider us when the time is right.

We always offer our clients a full financial review to ensure that our resulting advice considers every aspect of your financial circumstances. However, we can focus our advice to specific areas at your request.

Our preference is to establish long term relationships with our clients, so that we can continue to review your plans and adapt them to meet your changing circumstances. However, we are also happy to undertake ‘transactional’ advice in situations where no on-going service is necessary or required.

We will never pressure you into any decision and will always give you time for reflection after each point of contact.

Areas of Expertise

We specialise in the following areas:

  • Trusts
  • Pensions
  • Investments
  • Mortgage Service
  • Care Fees Planning
  • Inheritance Tax Planning
  • Life and Health Insurance

Fees or Commission

At the initial meeting, once we have assessed your requirements, we can usually give you an indication of the work that will be involved, how long it will take and the associated cost. We will never start any work without your consent and agreement to our charges. If we discover that additional work is necessary along the way, we will always check with you before proceeding further, if it is likely to result in additional costs.

Please Contact Us

Whether you wish to review your existing financial arrangements or start planning for the first time, Hawker and Palmer Wealth Management LTD will be happy to meet with you.

Please call us on 01934 861222 or email info@hawkerandpalmer.com to arrange your FREE initial consultation.


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