We believe great financial advice is thoughtful, collaborative, and centred around you. Financial planning should link where you are today to where you want to be.
We begin with a complimentary introduction to understand your needs and explain how we work. From there, we agree on the scope, timeframe, and costs upfront - no surprises.
Once we are aligned, we gather the necessary information, conduct detailed research, and present our recommendations clearly and without jargon.
If you decide to move forward, we’re with you every step of the way to support implementation and ensure real progress.
Prior to engaging with our services it is important for both parties to understand each other, to do this we offer a short complimentary introduction in which we will share our story including why we only work with barristers, we will look to understand you, your concerns, and your future goals.
By the end of the call we will share our initial thoughts regarding whether we believe we would be a good fit, the services we believe would work best for you, and what the next steps are.
Following up with our welcome pack we will confirm details of our previous discussions and confirms the agreed work, the estimated timescales, and the associated costs.
Where relevant, we will also request information which we believe is required in order to complete the agreed work such as information on any existing policies you may have.
We provide you with a succinct plan which details our recommendations to support you in moving closer to your goals. The plan will included details on our decisions and the expected impact they may have on your life.
Once you have had the opportunity to digest and reflect on our recommendations, we will look to arrange a meeting with you to discuss our recommendations and any questions you may have.
Once you have approved the plan we handle everything. Our team manages all the paperwork, provider liaison, and technical details so you don't have to.
We will provide regular progress updates.
Financial planning is an ongoing journey, not a one-time event. As a H&H client, you receive continuous support to keep your plan aligned with your evolving life.
Next steps
If you are ready to work with a financial planner who understands the finer details of life at the Bar.
Some may prefer to manage their own finances but would appreciate guidance on how to do so.
Schedule an introductionLearn about our self-directed courseIf you are ready to work with a financial planner who understands the finer details of life at the Bar
Schedule an introductionIf you would prefer to see how we have supported barristers in similiar situations to you
Learn more.png)