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TW - Twickenham

The Financial
    Planning Group
PK Group
Holland Hahn & Wills
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Independent Financial Advisor in Kingston upon Thames, Surrey

Holland Hahn & Wills
Independent Financial Advisor in Kingston upon Thames, Surrey
Address: 2 High Street, Hampton Wick,
Kingston upon Thames, Surrey, KT1 4DB
Telephone: 020 8943 9229
Fax: 020 8943 9334
E-mail: enquiries@hhw-uk.com
Visit our Web Site: www.hhw-uk.com

Contact: Simon Ainley

General information

Who we are
Holland, Hahn and Wills are an Independent Financial Advisor and financial planning company providing financial advice to a small group of clients in the Kingston upon Thames, Twickenham, Surrey and Thames Valley area.

Our approach
We have a straight forward common sense approach when it comes to investment: our aim is to help you get the best possible returns from your investment at the lowest possible cost.

We believe it is possible to create a transparently charged, well-diversified portfolio through passive investment. And it means you won’t pay the extra cost of an active fund manager to take additional risks with your money.

We offer a specialised personal service, including a number of face to face meetings. During the first meeting we’ll establish your needs and objectives. This initial consultation is free of charge. During the second meeting we'll present you with your detailed wealth management strategy which will include timescales and an explanation of our investment process. Subsequent meetings which are held at regular intervals allow us to review progress to date and consider any fine tuning or additional action plans.

Our people
Holland, Hahn & Wills is headed up by founding partner Simon Ainley a Chartered Financial Planner and Certified Financial Planner. Simon is a Fellow of the Personal Finance Society, is registered with the FSA as a pension transfer specialist and holds the CII G60 and K10 qualifications in pension transfers and pensions drawdown. He is one of only a handful of financial advisers that is also qualified in Investment Portfolio management. He holds the Certificate in Investment Management (Cert IM) and is a member of the Securities & Investment Institute (MSI)

His specialities are pensions and investment management, portfolio design and estate planning.

Jason Lurie is a chartered financial planner and certified planner and joined Holland, Hahn and Wills in 2000 before becoming full partner in 2003. His specialties include group and employee benefits, and he also has a wealth of experience dealing with estate planning and bereavement financial planning.

Christopher Hirsch began advising clients in 1987 and was a founding partner of Holland Hahn & Wills in 1990. He is the firm's Managing Partner and General Manager of Chameleon Independent Mortgages Ltd.



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