H&D Financial Planning is an independent financial advisory firm (IFA) helping individuals, families and business owners plan with confidence — from our Maidstone office and across London, Kent, Essex, Surrey and Sussex.
About us
Based in Maidstone, Kent, we provide services throughout Kent, London and the South East. As an independent firm, we hold no ties to product providers — our recommendations are based on a comprehensive and fair review of the market, made in your best interests.
A whole-picture plan that brings every part of your finances together.
Plan the move from earning to a secure, sustainable retirement income.
Long-term investment advice and portfolio strategy across the market.
The right cover for you and your family, reviewed as life changes.
Plan ahead for later life and potential care costs, with clarity.
Many advisers describe themselves as independent. Genuine independence is narrower than the word suggests — and it changes the advice you receive from an independent financial adviser.
We research products and providers across the entire UK market, not a restricted panel.
We are not owned by, or tied to, any product provider, fund manager or insurer.
Our fees are agreed with you in writing — our advice is not shaped by what pays us more.
An independent financial adviser (IFA) advises you on your financial circumstances and helps you plan around them — from pensions and retirement to investments, protecting your family, and passing on what you’ve built. The goal is a single, joined-up plan, kept under review as your life changes. Being independent means an IFA isn’t tied to any provider and can recommend from across the whole market, so their recommendations are based on a comprehensive and fair review of the market, made in your best interests.
The H&D name traces back to Harris & Dixon, a City of London house whose roots reach toward 1797 — a name that has moved through different trades across several centuries. The advice business that carries the name today, H&D Wealth, has looked after individuals and families since 1987.
What endured was never the ledger but the instinct behind it: knowing your client, and holding their interests above the transaction.
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We measure ourselves on long relationships: clients who stay for decades, and families who come back generation after generation.
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Our recommendations are prepared by an experienced team and checked against one question: is this right for you?
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Our fees are agreed with you in writing before any work begins — nothing is charged that you have not seen first.
Director & Financial Adviser
Joined H&D in 2010 and progressed to Director, continuing a father-to-son thread in the firm’s story. Will’s knowledge and experience of Financial Services enables him to provide the highest quality service and advice for his clients.
Financial Adviser
Seb entered financial services in 2015. Starting in administration, he developed a genuine interest in economics and financial planning — and in the difference good advice makes to people’s lives.
Financial Adviser
Claire qualified in 2008 and joined us in June 2021 having spent previous 11 years providing financial advice to medical professionals. Claire specialises predominantly in pension and investment advice including estate planning.
Three clear stages. Nothing is started until you have agreed it.
A thorough look at where you stand.
A thorough analysis of your situation, so we understand how best to help you reach your goals.
Putting your plan into action.
We arrange and implement your plan with product providers on your behalf — clear and properly documented.
Keeping the plan on track.
Regular reviews keep your plan on track as markets, tax rules and your own circumstances change.
My relationship with H&D spans some 17-18 years now and I would unhesitatingly recommend the firm to anyone needing financial and pensions advice.
H&D have been acting as my personal financial advisers for over 15 years. During that time I have found them to be most knowledgeable and pleasant to deal with. I continue to have every confidence in the advice they give.
I have been advised by Bill Green for many years. Throughout this period the advice on pensions and other money matters has always been exemplary. I also know that H&D have been most helpful when handling my colleague’s affairs.
The first conversation is free and carries no obligation — in person, at our Maidstone office, or by video wherever you are.
Let's talk
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