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Clear, independent financial advice for every stage of life — from building your plan to protecting what you have worked for, and passing it on with confidence. Based in Maidstone, Kent, we provide services throughout Kent, London and the South East.
Life is rarely simple, and your financial plan need not be either. Our services are designed to work together, giving you clarity and confidence now and in the years ahead.
A personalised plan that brings every part of your finances into one clear picture, with goals set and a route mapped to reach them.
Bring your pensions together and plan the income for the retirement you want — drawdown, annuities and the State Pension, explained.
Financial planning for larger, more complex affairs, with portfolios professionally managed by specialist investment managers we select and oversee.
Plan how your estate is passed on and reduce Inheritance Tax where you can — treated as part of the whole picture, not in isolation.
See your income, spending and assets projected year by year, so the effect of a decision is visible before you make it.
Clear, considered advice through separation and divorce, working alongside your solicitor to help you plan what comes next.
The right cover for you and your family, reviewed as life changes — so the people who depend on you are looked after.
Plan ahead for later life and the cost of care with clarity, protecting your assets and understanding the options open to you.
Make the most of ISAs and other tax-efficient allowances to keep more of what you build over time.
Practical, patient help organising finances and affairs after a loss, easing the burden on the people you love.
Many of our clients benefit from a combination of these services. We take the time to understand your whole picture and build a plan that connects everything — so each decision supports the next.
H&D Financial Planning advises in the long-standing City tradition of Harris & Dixon, through the advice business H&D Wealth Limited, established 1987.
The first conversation is on us, with no obligation to proceed. We’ll listen, ask the questions that matter, and tell you honestly whether we’re the right firm to help.
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