Wealth Management

All your wealth management advice under one roof!

Gain control with our retirement and investment planning service 

Whether you’re looking to simplify your existing pensions and investments, or even start an entirely new plan, our experienced team are here to help. We can offer advice on a range of areas including Retirement Planning and Investment Planning, as well as providing ongoing support.

Retirement Planning 

Pensions can be complicated and many clients we speak to have built up multiple pots that are doing very different things.​

Whether you’re looking to simplify your existing pensions, or even start an entirely new plan​, our experienced advice team will take the time to understand your circumstances and listen to your goals.​

Once we complete our research, we design a tailored solution specific to your needs and we will present this to you in a way you understand. ​If you like the sound of our advice, we handle the entire process until your new solution is in place ​

Investment Planning 

Achieving your medium to long term investment goals requires careful planning.

Our experienced in house adviser will work with you to understand your circumstances and ensure that you are:

  • Invested in the best product that will facilitate your goals 
  • Taking the right investment approach for your risk appetite and circumstances
  • Using your annual allowances effectively 

Our Ongoing Advice Service

Once your pensions and investments are on track, it’s vital that you keep them there. It is essential that your arrangements continue to match your goals and objectives.

To achieve this:

  • We’ll complete regular reviews of your plans
  • We’ll send you reports and valuations to keep you updated 
  • If you have questions or concerns, you have access to our advice team whenever you need it

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Russell is our Wealth Management Expert

Our Wealth Management specialist Russell will work with you to understand your financial objectives and then design a tailored solution that he’ll keep on track with regular reviews.

Call Us: 01942 311555

What our clients say...

We cannot recommend Helen and Sandra enough! The customer service we received was fantastic. Both Helen and Sandra helped so much with our recent house move and went above and beyond what we were expecting 🙂 Thank you both so much, you definitely took a lot of the stress away!
Amy Corfield2022
Helen & Sandra delivered exceptional customer service throughout my whole experience. As a first time buyer I was inexperienced in dealing with applying for a mortgage and Helen took the time to talk me through everything and answered all my questions. Sandra kept me updated throughout the whole process and I felt very supported by both of them. Thankyou so much and I am now happy in my beautiful home x
Katie Jackson2022
Helen & Sandra delivered exceptional customer service throughout my whole experience. As a first time buyer I was inexperienced in dealing with applying for a mortgage and Helen took the time to talk me through everything and answered all my questions. Sandra kept me updated throughout the whole process and I felt very supported by both of them. Thankyou so much and I am now happy in my beautiful home x
Debbie Marsden2022
"Would just like to say a big thank you to Helen and Sandra. To Helen, for giving me hope when I thought it was impossible, by finding me the perfect mortgage, which ticked all the boxes, plus any additional products that I needed. To Sandra for being there for me when my stress head took over, nothing was ever too much trouble. Would highly recommend."
Leslyn Bose2021
"I couldn't of done it without you both! A massive thank you to all Helen, from my first zoom call I knew I was in good hands. The communication and timely manor given from Sandra can not be faulted. From start to finish I cant thank you all enough for all the support and guidance over the last few months. Thanks again! From a very happy new home owner."
Paige Webb2021
“Helen recently helped me throughout my mortgage and life cover applications and was excellent in her knowledge, support and professionalism whilst being very easy and open to speak to. I wouldn't hesitate in recommending her to family and friends.”
Liz Cunningham2021

Book your no-obligation consultation

Call Us: 01942 311555
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Address: 

FIRST FLOOR, 21 Great George Street, Wigan, WN3 4DL

Tel: 01942 311555

Email: info@hfassociates.uk

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.

The information on this website is for use of residents of the United Kingdom only.  No representations are made as to whether the information is applicable in any other country that may have access to it.

Helen Ferneyhough Associates is a trading name of Just Mortgages Direct Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.  Just Mortgages Direct Limited Registered office: Colwyn House, Sheepen Place, Colchester, Essex, CO3 3LD.  Registered in England No: 2412345. 

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