Personalised financial planning achieved through meaningful conversations and deep thinking.
What questions are on your mind?
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Individuals and families planning for the future
What happens if me or another family member is unable to work?
What plans can I make to support my family in the future?
Am I being strategic with my investments and tax planning?
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Family wealth and intergenerational planning
How can we minimise Inheritance Tax risks?
How can we preserve family wealth across multiple generations?
Can you help facilitate meaningful conversations about family wealth?
Can you help my children prepare for their role as stewards of family wealth?
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Business owners and directors
How can I prepare for the sale or exit of my business?
What’s the most tax-efficient way to pay myself?
How can I manage cash reserves and reduce financial risk?
Do we have the right protection to cover key people, including ourselves?
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People approaching retirement
How much is enough for me to retire on my terms?
What are the different lifestyle considerations in retirement?
How do I balance my financial needs with helping loved ones?
In what order should I draw on different pots during retirement?
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Trustees and financial guardians
How do we make the right choices and get trusted, independent advice?
How can we manage risk and protect funds from inflation?
How do we align investments with the trust's goals and values?
I’m acting on behalf of others with their finances, what should I be aware of?
Supporting families and individuals to achieve lasting financial wellbeing
If you’re serious about living your best life, you will seek guidance and expertise along the way. Whether that’s a personal trainer for fitness, the local professional to improve your golf or tennis technique, or delegating to specialists when it comes to complexities like accounting or writing your will. The same guidance and expertise should be applied to your personal finances.
Book a free introduction chatThe Hoe Bridge Wealth story
Financial planning seeks the ideal balance of building meaningful relationships and solving complex challenges, and it’s this blend that drives us. We’re passionate about the human and technical aspects of finance.
Duncan thrives on delving into the finer details: dedicating time to understand the very personal aspects of your financial situation and life planning that others may overlook.
Learn more about us
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