financial services
HBJ Gateley Wareing financial services* provides independent financial advice to individual private clients and trusts. An integral part of the firm's private client department, our independent financial advisors take into account the client's overall affairs and where necessary are able to consult with experienced solicitors and tax advisors on any areas of planning where a cross-over of services arises. It is this approach that sees the firm best-placed to offer a holistic and comprehensive wealth management proposition.
Our advisors specialise in providing advice on pensions, investments , protection and tax planning.
As a result of this global approach, we pride ourselves on fostering and maintaining long standing relationships with our clients and their families.
In addition to our private client offering, we also have experience of providing corporate financial planning advice to businesses and partnerships. The firm offers advice on corporate pension schemes, employee benefits, share schemes and protection policies.
*HBJ Gateley Wareing (Scotland) LLP is Authorised and Regulated by the Financial Services Authority. The Financial Services Authority does not regulate tax and trust advice.
related news, events
and publications
news
4th September 2010
cash clinic: can I count on my rented properties to pay off my mortgage?
The Scottish private client team at HBJ Gateley Wareing answer your queries, this week: can a buy-to-let portfolio be relied upon to pay off your residential mortgage?
28th August 2010
cash clinic: ensuring savings and investments keep pace with inflation
The Scottish private client team at HBJ Gateley Wareing answer your queries, this week: how do you ensure savings and investments keep pace with inflation?
“I have nothing other than praise for their expertise and professionalism and would have no hesitation in recommending them.”
Karen Winning, Director, Winning Leishman Limited
“Their relaxed and informative style gave me the confidence to make important financial decisions on both a personal and business level. The 'one stop shop' facility of having both a financial advisor and a solicitor available to me was a unique and beneficial experience.”
Ken Whitson, Managing Director, Red Review Limited
corporate brochure
contacts
Scotland
Edinburgh
Glen Gilson
dt: +44 (0) 131 222 9836
df: +44 (0) 131 222 9800
m: +44 (0) 7733 318 175
GGilson@hbj-gw.com
Scotland
Edinburgh
Stephen Hall
dt: +44 (0) 131 222 9848
df: +44 (0) 131 222 9800
m: +44 (0) 7918 725 692
SHall@hbj-gw.com
Scotland
Edinburgh
Christian Poziemski
dt: +44 (0) 131 222 9846
df: +44 (0) 131 222 9800
m: +44 (0) 7876 683 777
CPoziemski@hbj-gw.com