Make more informed decisions.
Unbiased
We have no bias towards specific solutions.Our objective is to understand you, your ambitions, and to support you in achieving your ambitions.
Holistic
We define wealth by more than the money you earn or the assets you have, wealth is the life you live.
Efficient
No more never ending reports.We pride ourselves on providing clear, concise, and timely communications to our clients.
The Halesworth & Hurlston experience
Our team includes existing legal practitioners who have firsthand experience with the financial challenges and opportunities of the profession, allowing us to provide expertise and insight tailored to your unique needs and challenges.
MAKING EVERY INTERACTION VALUABLE
Effortless
From our first conversation our goal is to make every interaction you have with your financial affairs positive.We do this by being proactive, diligent, and attentive to your needs and wants.
Providing you with the gift of time
Timely
We understand how precious time is and we focus on ensuring you spend your time on what matters most to you.We are there for you when you need us.Providing clear, concise, and informative communications in a timely manner.
Operated by experienced professionals
Reassuring
You will be looked after by professionals who care about you, are passionate about what we do, and have years of wealth management experience looking after your peers.
How we support Law firms & barristers' Chambers
Attracting and retaining top employees is becoming increasingly more difficult due to the competitiveness of rival firms and the expectations employees have of their employers.
Our Goal is to provide the tools and resources for every legal professional in the U.K. to manage and alleviate their financial concerns.
88% of employees say that they want support from an impartial financial expert
(PWC)
94% of employees worry about money 1
80% of employees do not have written plans for their financial future 2
Financial stress costs firms £6.2Bn per annum 3
Financial Wellbeing Clinics
Monthly group sessions dedicated to topical financial discussions, such as:
How to save for your first mortgage.
How your workplace pension works.
The importance of goal setting.
FIND THE SOURCE
Cashflow planning
The plan each employee needs to feel financially confident and secure in answering questions such as:
Have I saved enough for retirement?
How long will it take me to save for a house?
Is my partner secure if I pass away early?
(YouGov)
Financial wellbeing resources
From guides, actionable planners, and access to trusted experts in specific financial matters e.g. divorce, mortgage, and aged debt loans.
FIND THE SOURCE
1 Close Brothers AM
2 YouGov
3 Centre for Economics and Business Research
Make more informed decisions.
Data use and security
Personally identifiable information that visitors submit to our sites is used only for the purpose for which it is submitted unless we disclose other uses in this privacy policy or at the time of collection.Halesworth & Hurlston cannot be held responsible for the privacy policies or practices of our business associates.Halesworth & Hurlston may use personally identifiable information in aggregate form to make our sites better and more responsive to the needs of our visitors.Personal information may be disclosed in special situations where Halesworth & Hurlston has reason to believe that doing so is necessary to identify, contact or bring legal action against anyone damaging, injuring, or interfering (intentionally or unintentionally) with Halesworth & Hurlston’s rights, property, users, or anyone else who could be harmed by such activities. Also, Halesworth & Hurlston may reveal information when we believe in good faith that the law requires it.We will not use any personal information about you for any purpose other than that which is set out in the policy or which is notified to you at the time that such information is obtained.Halesworth & Hurlston maintains appropriate safeguards to ensure the security, integrity and privacy of personally identifiable information submitted to our sites, and periodically reviews and updates its security measures in light of current technologies.Unfortunately, no data sent to us over the Internet can be guaranteed to be totally secure during transition. Although Halesworth & Hurlston strives to protect your personal information, we cannot ensure or warrant the security of any information you may transmit to us or from our online products and services. This is done so at your own risk. Once we do receive your transmission, however, we make our best effort to ensure its security on our systems.All our employees and data processors who have access to or are associated with the processing of personal data, are obliged to respect the confidentiality of our visitors’ personal data.You can ask us by e-mail for a copy in readable form of personal data which we keep in relation to you which we will provide within seven days of a request being made to us. You may be required to pay a small administration fee for this service. Where we are unable to provide you with a copy of personal data, we will give our reasons for this. If you believe that any information which we hold about you is incorrect or incomplete, you should contact our Data Protection Officer.
Services
We are wealth and tax planners that do not intermediate (sell) for investment funds and product providers. Without exception, we do not arrange or bring about deals, make arrangements with a view to transactions, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about the liquidation of debt.We are non-regulated by the FCA (Financial Conduct Authority). Our services are classed as generic advice and financial education.Our focus is on you and creating wealth and well-being. Any information on this site is for education and guidance purposes.
Why meet us?
Invest up to an hour with one of our expert advisers to discover our transformational approach to wealth planning for legal professionals.
Explore the effectiveness of your current financial arrangements in terms of performance, risk and costs, and change your perspective on money and life.
Leave understanding what it takes to attain your next goal.
Enter some basic details to get us started and a H&H Adviser will reach out to you shortly.
*Please note, the average time from requesting a meeting to your first conversation is 2 working days.
Thank you for requesting an initial discussion.
We will reach out in due course to arrange your first conversation with a H&H adviser.
Personal finances are a leading cause of stress in many people's lives.
Make more informed decisions.
Who we are
Cofounder
Katherine (Kate) L. Traynor
Kate was called to the Bar in 2019 and became a tenant of Landmark Chambers in December 2021. Kate practices focus on property law. She also has expertise in insolvency and commercial litigation, which is allied with specialist costs expertise.Before coming to the Bar, Kate worked for two national law firms practising in the commercial and costs departments, respectively.
Kate has a growing practice in planning, compulsory purchase, valuation, and rating law.
Cofounder
Aidan C. Briggs
Aidan has built and developed a wealth management practice in Manchester focused on supporting partner’s of legal, accounting, and private equity firms for the best part of a decade prior to moving to London in late 2021.
© Halesworth & Hurlston
Considering retirement? We can help…
It’s exciting to think about how you can start checking off your bucket list, spending more time with your loved ones, or on sandy beaches however, many naturally become anxiety at the thought of entering retirement, commonly asking themselves:
How do I know if I have enough money to live off in retirement?
What happens if I run out of money in retirement?
How do I access my pension?
What are my options in retirement?
We can help you answer these questions and help you become more financially secure, and gain peace of mind.
If you are interested in learning how we can help, click the button below to schedule a free,e exploratory conversation with a H&H adviser.
Tax services
Personal tax compliance
We work with legal professionals to help them gain clarity and reduce uncertainty by providing ongoing monitoring of their tax affairs and preparing their HMRC returns.
Know how much tax you need to pay
Know when you have to pay it
Minimise the tax you owe
…
Wealth planning
As well as ensuring your tax affairs are in order, we look at the bigger picture together to understand and identify opportunities for you to generate wealth.
Clarity of financial future
Direction
One organised visual of your future
Wealth consultancy
Additionally should you have any questions relating to your financial affairs, we are here to help, examples of common areas of questions are:
Understanding tax
The vehicles you can use to help your savings and investments grow
Learning about your pensions
Dealing with debt
Preparing for a mortgage
Family planning
Return preparation
£75 per submission
We prepare your submissions so you don't have to
Ongoing monitoring
£50 per
month
Each month we will provide a simple report informing you
How much tax you are expected to pay
When you need to pay the tax
Tax saving opportunities
Wealth consultancy services
Wealth plan
£500 per
plan
We take our understanding of your income, expenditure, and future goals to create projections of your future wealth, as a result you will have:
ongoing Wealth consultancy
£50 per
month
We proactively keep you informed on opportunities for you to protect and your grow your wealth.
Make more informed decisions.
